Use the holidays to enhance your sales presentation
SALESMOVES Use the holidays to enhance your sales presentation It's likely you will be with family over the holidays. Great times. Reunions. Happiness. Tears of sadness and joy. Great food. Gifts. People you love. People you kind of love. And did I mention great food? Most people (not you...
Understanding the Higher Loan Limits – CMPS
shapeType75fBehindDocument1pWrapPolygonVertices8;4;(21499,0);(0,0);(0,21495);(21499,21495)posrelh0posrelv0pib Exclusive Update Understanding the Higher Loan Limits Ir\S'l'lTUTE •••• We have seen a whirlwind of legislative activity these past few weeks! There is much confusion surrounding the recently passed Economic Stimulus Package and higher loan limits. Unfortunately, the new law can be confusing to decipher, and not everyone will benefit. For...
TEC -MAXIMUM WEALTH CONTROL STRATEGIES – David HOKANSON
TEC AN INTERNATIONAL ORGANIZATION OF CEOs SPEAKER PRESENTATION SUMMARY --.--- MAXIMUM WEALTH CONTROL STRATEGIES DAVID HOKANSON FAMILY WEALTH PLANNING Creative financial planning begins with creative thinking, which begins with thinking beyond traditional boundaries. Family wealth counseling differs from the standard financial planning approach, which involves little more than looking...