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Where do UITs fit in?
No. As frank Reagan says, you should always ask in person
Let them come to you. They just have to know what you do.
Yip. Have all my family and friends money. Which turned into their family and friends. Which turned into their family and friends family and friends
I built my book that way
I’m going to ask this because I’ve been teetering for quite some time on offering and I’m sure it will also help the OP. Most of my family does not live in the same town/city. Would sending a letter snail mail or an email expressing your desire to help be better than calling or texting and making it awkward?