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Jan 26, 2017

Today's episode is not one of our episodes where you're going to get a bit-by-bit breakdown of a life insurance policy or concept totally dedicated to life insurance. No, today we get into a discussion that keeps popping up and that is one of designing the financial planning process to work as a more systematic […]

The post IPB 055: Can Financial Advice be Systematized? appeared first on The Insurance Pro Blog.