Web Exclusive: How to Capitalize on the Trust Opportunity

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By Jeffrey R. Lauterbach

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
 - Part 1
 - Part 2
 - Part 3

3. Download the entire presentation:
  - Part 1 (172 KB)
  - Part 2 (292 KB)
  - Part 3 (548 KB)

 

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