So you’ve got your client on the phone, and you’ve gone through a bene check with them. What now? A beneficiary check alone won’t protect them from market volatility or the effects of inflation. It’s time to take them through the second step of your Broke…
So you’ve got your client on the phone, and you’ve gone through a bene check with them. What now? A beneficiary check alone won’t protect them from market volatility or the effects… https://brokersalliance.com/about-brokers-alliance/news/2020/10/saving-day-201-inflation-calculator/
