These last couple of weeks have obviously been new for all of us, but I successfully did something in late March and again Mid-April that I'm already deriving some benefits from.
David Eric Appel, ChFC, CLU
Recent posts by David Eric Appel, ChFC, CLU
2 min read
Using Email to Reassure Clients in Uncertain Times
By David Eric Appel, ChFC, CLU on 5/1/20 8:26 AM