Join E4 and Steve Walker to discuss a case study that started as one opportunity for key person insurance, and the conversation also transitioned into a personal estate planning meeting.
Event Details
Join E4 and Steve Walker to discuss a case study that started as one opportunity for key person insurance, and the conversation also transitioned into a personal estate planning meeting. Great advisors don’t take orders… they find the additional details to make sure that their clients full needs are addressed.
