Estate Planning Intake Appointments Explained with Belle Crause
This week's product call will be hosted by Belle Crause. She's going to be showing you how to do an intake appointment for an estate planning client. This will be helpful whether or not you're doing estate planning seminars because you can set up an estate plan for existing clients & others who didn't attend a seminar.
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of The Alliance U PRODcast?
This episode is 53 minutes long.
When was this The Alliance U PRODcast episode published?
This episode was published on September 6, 2024.
Can I download this The Alliance U PRODcast episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.