Mapping Out "Caring Conversations" with Asset-Map and NAIFA

Описание к видео Mapping Out "Caring Conversations" with Asset-Map and NAIFA

Join Asset-Map and The National Association of Insurance and Financial Advisors (NAIFA) for an exclusive webinar that highlighted the brand-new “Caring Conversation” Stencil, a new tool developed by Carroll Golden, Executive Director of NAIFA's Centers of Excellence.

Learn how this revolutionary stencil is integrated into the Asset-Map software platform, enhancing the toolkit available to financial advisors. This innovation aims to provide advisors with the means to offer comprehensive financial planning solutions, encompassing short-term, long-term, and extended-care scenarios.

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