| Title: |
From Pavlov to Maslow: Growing from Knee-Jerk Sales to Understanding Client Needs
|
| Description: |
Working with the client's CPA and Attorney to take care of their needs is always and ideal situation. This course helps all of those professionals work together to design and implement the proper business and estate planning program. Tools to assess the proper course of action are demonstrated as well as how specific insurance-based programs could work.
|