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5700 NW Central Dr, STE 250, Houston. More info
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This session dives into retirement planning from a different angle — the critical role a Last Will & Testament plays in
protecting your clients and their families.
Understanding what your clients should have in place for their Will can strengthen the conversations you have when
working through their Medicare plan, helping you position yourself as a trusted advisor beyond the policy itself.
RSVP through the training form to reserve your spot.