Here’s To Their (Financial) Health: The Importance of Annual Reviews
About Author advdemo1 view all articles by this contributor A good advisor never wastes a moment with their clients. Whether scheduled meetings or coincidental run-ins at the grocery store, every touchpoint and opportunity to engage is an opportunity for you to remind...About Author
Paul Song
Paul Song is Senior Account Manager at Forward Strategies, where he focuses on group and individual marketing efforts for various markets and targeted individuals, looking for different ways that agents can capitalize on existing relationships and markets. Paul creates and presents tax-deferred laddering strategy scenarios for annuity clients where “one size fits all” just doesn’t fit.
