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What High Net Worth Clients Should Ask About Protecting Tangible Assets
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I've invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs.
To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
Subscribe to our YouTube Channel!
https://www.youtube.com/@3questionswebcast
Follow Wayne on LinkedIn:
https://www.linkedin.com/in/wayne-baxter-81041229/
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By Wayne BaxterOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I've invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs.
To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
Subscribe to our YouTube Channel!
https://www.youtube.com/@3questionswebcast
Follow Wayne on LinkedIn:
https://www.linkedin.com/in/wayne-baxter-81041229/