Recognizing The Opportunity

Wealth Management, Estate Planning & Life Insurance
December 29, 2009March 20th, 2021No Comments

This book examines the powerful intersection where the philosophy of wealth management, the technical expertise of estate planning and the flexibility and power of life insurance come together to solve problems, protect assets and ensure legacies. It is a critical resource for new and experienced financial professionals that want to deliver on the promise of wealth management.

Russ Alan Prince | Hannah Shaw Grove | Brett Van Bortel | Richard L. Harris

Charter Financial Publishing Network, 2009

ISBN: 978-0-9766574-4-6