Long Term Asset Protection
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Long Term Asset Protection
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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.
The episode can also be found on your favorite listening platform.
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