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Prudential: 10-Minute Monday Sessions
Prudential: 10-Minute Monday Sessions
Learn something new in less time than it takes to walk your dog. Join us live for each 10-Minute Monday session. In just 10 minutes, we’ll share the foundation of a new strategy, the ideal client profile, and how you can use it to grow your business. Register today for an upcoming session.
1 event,
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North American: Crafting the Correct Beneficiary Designation
North American: Crafting the Correct Beneficiary Designation
Beneficiary designations for many may control the transfer of potential wealth at death more than any estate planning documents. However, financial professionals sometimes neglect to spend sufficient time and effort to make sure their clients' designations match their actual estate distribution intentions. Join Linas Sudzius of Advanced Underwriting Consultants (AUC) as he: Identifies common beneficiary […]