Description

Wade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the same traps by doing an annual "Policy Health Check".

Highlights

• The relationship with your client - 1:58
• Empowering you to take control - 2:57
• Life changes - 3:32
• Working the most efficiently as possible - 4:47
• Your policy’s features - 6:04
• The power of your policy - 8:17
• Maximizing the benefits of your policy - 15:10
  
  
  Episode Resources
• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• wade@sagewealthstrategy.com
• Connect with
• Kira Nylandkira@sagewealthstrategy.com