feo

Family Estate Organizer® Admin Training

Administrative support is critical when implementing the Family Estate Organizer. A detailed overview of the tool as well as step-by-step instruction to assist and support you in creating the FEOs for your clients is learned. Open the content by clicking on content link below ‘Course Content’. To access to this course contact your C2P Support […]

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Family Estate Organizer®

By C2P Training

This course provides you with a detailed overview of the Family Estate Organizer, the benefits to you as an advisor, and the benefits to the prospects and the clients to whom you offer this value-added service. You are going to hear about key tips, tools, and best practices that make the utilization of this tool

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