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May 28, 2015

How to use survey tools to help clients plan for long-term care

Many advisors use a fact finding process when recommending long-term care to a client or pro...

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Apr 16, 2015

[Webinar replay] A new approach to presenting long-term care solutions

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Feb 26, 2015

Ditch the sales pitch

Stop “selling” and start educating prospective clients: Take time to get to know them. Find ...

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