Drafting your business blueprint
James Silbernagel, CFP?, CEPS, LACP, LUTCF
Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.
A large portion of a business owners’ net worth is tied up in their business, and if they don’t have a proper succession plan in place, it may become a huge issue to the family that is dependent on that steady stream on income. Leverage this episode with Financial Professional John Wheeler to help increase your AUM and sell more life insurance and disability insurance.
Advisors, share this with your clients, prospects, communities and social networks to grow your business! For questions or a free demo of how this program works, call Real Wealth? at 262-626-2590 or email [email protected]