Oct 28, 2010, 5:15 PM
Post #1 of 1
Protected Tomorrows is pleased to announce the development of a new, web-based system designed specifically for the busy financial professional who is interested in building his/her business among clients with special needs.
Now Available! Web-based System Designed for Financial Professionals
The program is designed to help financial planners, investment advisors, trust officers, insurance brokers or agents, bankers and CPAs to:
- Limit their liability related to planning, products or advice provided to families with special needs
- Deepen their client relationships
- Grow their business
Go to the Protected Tomorrow website to see benefits and resources available to members, or to view our introductory webinar presented by Mary Anne Ehlert, President & Founder of Protected Tomorrows. The webinar describes the program in detail.
We look forward to working with you.
(This post was edited by Jeannettemgr on Oct 28, 2010, 5:16 PM)