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 a success.
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Course Content
Family Estate Organizer Advisor Training
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Retrieving Clients’ Social Security Benefits Statements
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Family Estate Organizer Admin Training
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