Join BREW with Steve as he asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial
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Join BREW with Steve as he asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add value. These clients don’t care what insurance is but they love what insurance does! Insurance provides instant Leverage, Tax-Efficiency, and Predictability… all good ingredients to help enhance a client’s estate planning recipe!