Policy Health Check with Kira Nyland
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Wade is joined by team member Kira Nyland to discuss some recent client situations and how you can avoid the same traps by doing an annual "Policy Health Check".
Highlights
- The relationship with your client - 1:58
- Empowering you to take control - 2:57
- Life changes - 3:32
- Working the most efficiently as possible - 4:47
- Your policy\\u2019s features - 6:04
- The power of your policy - 8:17
- Maximizing the benefits of your policy - 15:10
Episode Resources - Connect with Wade Borth
- https://www.sagewealthstrategy.com/
- wade@sagewealthstrategy.com
- Connect with
- Kira Nylandkira@sagewealthstrategy.com\\xa0