NAIFA’s new president, Cammie Scott, is ready to move the association forward with strong input from members.
NAIFA’s new president, Cammie Scott, is ready to move the association forward with strong input from members.
The steps outlined in this article will help you work with your clients to implement effective legacy planning programs.
They have made it to the top by being passionate about what they do, putting their clients first, and giving back to their communities.
The key is to educate employees, share your story and always deliver on your promise.
