Web Exclusive: How to Capitalize on the Trust Opportunity
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Lauterbach's presentation at the 2001 NAIFA convention highlighted the players, processes and advantages of setting up a trust for your clients.
1. Request the
presentation be sent to your e-mail account
(It
will appear in your inbox within 5 minutes)
2. View the presentation on the web
3. Download the
entire presentation:
- Part 1 (172 KB)
- Part 2 (292 KB)
- Part 3 (Coming Feb 2002)
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