EPISODE · Apr 20, 2021 · 16 MIN
Policy Health Check with Kira Nyland
from Wade Borth - Sage Wealth Strategy · host Wade Borth, Kira Nyland
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's 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/ [email protected] Connect with Kira [email protected]
Embed this episode
Ready to play
Policy Health Check with Kira Nyland
No transcript for this episode yet
Similar Episodes
No similar episodes found.