Need. Want. Concern.

Описание к видео Need. Want. Concern.

Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, jumped into a unique case study to show how you can create a plan that guarantees your client’s Needs, Wants, and Concerns are met. As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5.

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