January 3, 2022 Focus on Leaving Employer Plan for Medicare

Focus on clients leaving an employer plan for Medicare and MUCH more.

See this internal office meeting video below:

See the video:

 

 

     


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05-24-21 Office Meeting – Remembering What is Important

Always working to fine-tune our focus, this week we discussed how we can better communicate with our new clients.

This is our internal office meeting from May 24, 2021:

See the video:<[email protected]@>

     


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