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SSQ + La Capitale – Build your business with beneficiary planning
November 17 EST @1:00 pm - 2:00 pm
Speaker: Dan Sims
There are several situations where your clients will be responsible for naming beneficiaries—to a retirement account, an annuity contract, or a life insurance policy. Learn how to provide trusted service to your current clients and potentially work with heirs as new clients by implementing the beneficiary review strategy.