BREW: Digging Deeper – Making One Opportunity Multiple Opportunities

23aug12:00 pm12:15 pmBREW: Digging Deeper – Making One Opportunity Multiple OpportunitiesSteve Walker, Vice President of Institutional Accounts

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.

Virtual Event Details

Event has already taken place!

Time

(Wednesday) 12:00 pm - 12:15 pm(GMT-05:00)

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