Client Services & Communications

  • Quarterly Newsletters to keep you apprised of the most current planning options
  • Quarterly, semi-annual or annual reviews (dependent upon client preference and situation mandates)
  • Special reports on how to help reduce your taxes and other important topics
  • Special Gold Medal Service Events, including Client Appreciation Events (exclusive to you and up to 2 guests)
  • Sessions with expert speakers on topics such as Social Security, Identity Theft, Asset Protection
  • Annual philanthropic volunteer opportunities