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
