January 4, 2024
Annual Policy Review Time
Schedule your 2024 policy reviews now!
Since January has arrived, many of our clients are reviewing their finances and establishing financial goals for the coming year. This is a great time to have your clients take a step back and evaluate where they are financially. In addition, they can set short term and long term goals. It’s essential to monitor your clients’ progress and adjust plans as needed. Now’s the perfect time to schedule an annual policy review for your clients.
