Stay ahead of the curve with our review of the Soon and Later Product Shelf, designed to help you effectively allocate products within the Soon and Later Buckets. In this training, you’ll explore various products that may be used in these buckets, complete with examples that illustrate their functionality and benefits. Please note that the content presented is an example; it’s crucial to refer to the most current version of the product shelf to ensure compliance with updated standards and offerings. This training will empower you to make informed decisions that align with your clients’ financial strategies.
Open the content by clicking on content link below ‘Course Content’.
To access to this course contact your C2P Support Team, login or use request access.