"To be competitive and effective in addressing HNW family goals, advisors need to learn the who, what, when, where and how of PPLI, and all related planning applications." - Alan Jahde, Investors Prefered Life Company
"The evidence and research clearly show that the best time to get a reverse mortgage is when you are earlier in retirement." - Harlan Accola, Fairway Independent Mortgage Corp
[What is actually meant by client “engagement” and how best can you attain that elevated positioning with your clients and prospects? Through previous Institute
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