How Annual Financial Reviews of Insurance Products Can Impact Your Practice

[Steve Savant]

Learn how annual financial reviews must include defensive planning, insurance products with nationally recognized due diligence expert Richard Newman, CPA, PFS, AEP, CAP. Richard is a huge life insurance producer and has developed a singular revenue model around policy audits. Steve Savant's Money, The Name of the Game, a weekly consumer show

Steve Savant's Money, The Name of the Game -- Managing Risk - YouTube