NED Talk: Challenging The Wisdom of Convention: An Overview of How the Financial Services Industry Gets it Wrong
Speakers: Rebecca Walser, JD, LLM, CFP
Year: 2020
Body of Knowledge:
Accumulation Planning with Life Insurance,
Retirement Income Planning
Competence: Sales |
Level: Basic |
Session Rating: 3.41
Teaser for "America is at a Tipping Point…Get Your Client off the Titanic and Into the Life Boats..."