Why estate planning below the unified credit is a huge market Blog added by Steve Savant on June 17, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

Many advisors target the affluent market attempting to land a high-net-worth client — most without success. But Top of the Table and Forum 400 producer Jim Silbernagel, CFP is a counter-intuitive marketer. His practice is predicated on the law of large numbers with a process-driven business model that targets Middle America.

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