The Complete Beneficiary Review Guide is a 10 page kit that includes all the marketing, training, and presentation tools you need to conduct a complete client beneficiary review.

WHY BENEFICIARY REVIEWS? Conducting beneficiary reviews is a great way to strengthen client relationships and develop relationships with their beneficiaries. With reviews you can potentially uncover rollovers while retaining and consolidating more assets. And finally, happy clients can generate more referrals. So start today and get back in front of dollars that were left on the table!

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