Hear and watch as Kelly Kidwell, founder of the APN, as he walks you through this powerful strategy for opening new conversations with high net-worth clients, and help them with estate tax and wealth transfer planning.
Designed for the evolving needs of real world clients, the Safety Net Estate Plan is a powerful technique for protecting and supporting your clients.
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GEAR Approval #: 2009-8734
Running Time: 94 min, 37 sec