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On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach to premium financing, estate planning, and risk mitigation, they help advisors transform their approach to complex planning.
By The Pinnacle Group5
22 ratings
On this episode of The Next Level Advisor Podcast, Ed Morales is joined by the team at NextPoint Financial to discuss how advisors can use leverage to maximize their clients' opportunities. Through their unique approach to premium financing, estate planning, and risk mitigation, they help advisors transform their approach to complex planning.