Stars, Stripes, and Legislative Insights

There is nothing quite like celebrating a birthday, regardless of how old you are; it can always be a blast! But if your client’s cake is gleaming like a bonfire, it’s not just their age that deserves to be celebrated. It is also likely that they have reached some significant financial achievements worth celebrating. These milestones should be recognized, and the necessary actions taken to ensure they remain on course for their financial goals and avoid possible legislative penalties.

Legislative Milestones Key 

Opportunities:

• Great for talking points in a meeting or for post-meeting follow-ups!
• Include in the welcome packet for your new customers.
• Client check-ins and reviews.
• Hang the 11 x 17 print in your office (or bathroom).

Happy Legislative Birthday

On the Agent Portal, find the link under the Tools menu > Forms and Materials.

When ordered, it will print at 11 x 17 inches.

When downloaded, it is 8.5 x 11 inches.