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Face-to-face reviews should deepen the bond between you and your clients while uncovering unmet needs. But this insurance review actually soured the relationship. Here's what not to do in an account meeting with a busy young couple.
Homeowners from Florida to California are finding that their policies come up short.
A client can spend his entire career accumulating assets—and then lose them in one nasty lawsuit. Take action now to help clients shield their assets from creditors, as well as from excessive taxation.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025