Your Life Policy: Involving The Rest Of Your Financial Team
Released Tuesday, 17th March 2020
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Your Life Policy: Involving The Rest Of Your Financial Team
Your Life Policy: Involving The Rest Of Your Financial Team
Tuesday, 17th March 2020
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Today, we’re here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.
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The Perpetual Wealth Strategy Podcast
You’ve created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy’s value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you’re an active client or simply exploring the power of cash value life insurance, we’re glad you’re here. For more information, visit paradigmlife.net.Join Podchaser to...
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