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]