Long Term Asset Protection Titelbild

Long Term Asset Protection

Long Term Asset Protection

Jetzt kostenlos hören, ohne Abo

Details anzeigen

Über diesen Titel

In this episode we do a case study on how to work with a strategic partner to successfully solve for your client's long term asset protection needs using hybrid LTC solutions. Topics included are:

  • How to integrate the discussion into the sales process
  • How to make it turn-key for the advisors
  • Learning from past mistakes
  • Engaging the next generation

Thank you to Hugh Cameron and Frank Rehhaut for agreeing to share their strategies.

The episode can also be found on your favorite listening platform.

Noch keine Rezensionen vorhanden