A few comments from listeners: Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks - James M.
Enjoyed seeing the differences between each of the platforms. Nice visual comparison. - Michael H.
Very good speaker, professional, and materials relevant to advisors. - Mike C.
Attendees Comments:
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.
Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.
Very good speaker, professional, and materials relevant to advisors.
- Mike C.