for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreWhen estate planning for a client, considerations can be made to include more than their monetary assets and the peace of mind for their loved ones. In this session, we focused on how the Client Portal, specifically the Vault and Alliance Partners, can serve as a central hub to view and access a loved one’s essential financial and personal documents.
Check out how you can register for our upcoming Master Series webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your April Training Opportunities here.
