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The Financial Institution Insurance Council Presents
57 minutes 7 seconds
7 months ago
Long Term Asset Protection
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.
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The Financial Institution Insurance Council Presents