Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr

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Monday Minute – October 21, 2024

Monday Minute

THE ULTIMATE ROTH CONVERSION

Ultimate Roth Conversion

Cracking the Client Acquisition Code with Carl Richards (Ep. 60)

Advisors, Clients, InsurMark, Marketing, The Breakthrough Advisor

LET’S CONNECT
toll free 800.752.0207
assistance@insurmark.net

InsurMark (#4499)
Steve Kerns (#6987171)
820 Gessner, Suite 970
Houston, TX 77024

Simplicity InsurMark, established in 1983 and headquartered in Houston, TX, specializes in providing safe retirement and asset protection solutions through financial professionals using annuities and life insurance.

As an ADO - Advisor Development Organization™, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.

YES, I’D LIKE TO LEVEL UP MY BUSINESS IN 2025!

Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr

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