When clients share news about a new baby, I want to respond thoughtfully and make sure we address any planning implications.Follow these steps:1. Pull the client's contact record from my CRM including household information.2. Draft a congratulatory email outlining planning topics to discuss: life insurance, estate planning, college savings, and budget adjustments.3. Create a planning review task due in 4 weeks.4. Add a note to the client's CRM record documenting the life event.5. Update the client's household information to reflect the new family member.
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