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emX Walkthroughs: Family Legacy Plan

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Our emX Walkthroughs Series helps you get the most out of your technology by presenting step-by-step guides for different sections of emX, hosted by our Founder, Edmond Walters.

Jeremy and Lorrie Esposito are a couple that every advisor has encountered at least once—the type that’s near the end of their careers, and walks into your office saying “We want to retire as soon as we can.” This week’s video features Edmond walking you through the plan he created for them, and how you can use his recommended strategies in your business.

https://www.youtube.com/watch?v=utHvmsdcp-A?rel=0

 


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