Jeannettemgr
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Oct 28, 2010, 5:15 PM
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Now Available! Web-based System Designed for Financial Professionals
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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.
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.
Jeannette Lindenman
Program Manager
(This post was edited by Jeannettemgr on Oct 28, 2010, 5:16 PM)
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