Policy Health Check with Kira Nyland episode artwork

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] 

Episode metadata supplied by the publisher feed · Published Apr 20, 2021

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Policy Health Check with Kira Nyland

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