Keith Burger will be responsible for strengthening current alliances and forming new partnerships to further develop the company’s distribution footprint.
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If you’re utilizing annuities in your client’s strategy process, it’s hard not to get caught up in the marketing “bells and whistles” that bombard your email inbox and voicemail every day. Coincidentally, …
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Business Development
Building a Thriving Financial Services Firm with a Strong Succession Plan [Case Study]
Glenn and Lori are the dynamic duo behind a highly successful financial services firm in need of a succession plan for when it’s time to exit their business. They’ve built an illustrious …