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Equitable Life: Estate Transfer

  • Lifeplan Financial 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)

6. Estate Transfer (Cascading Wealth) using WL and Annuities (FEB 10) 7. P.A.R (Protection-Accumulation-Retirement) Cash flow system 8. Building and focusing your practice 9. Opening and closing strategies 10. Case studies 11. Policy and Bank loan strategies to use in these concepts 12. Million dollar practice (pull marketing) Chasing the Elephants