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The importance of holistic financial planning

Angelo Mantzios, CFP, CLU

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Your clients need critical illness, long-term care and disability insurance — but how do you overcome the "It will never happen to me" objection? Mantzios explains how a captivating story, armed with proper financial logic, creates a powerful combination for your client. Change the way you approach your business and strengthen the fence you want to build around your client. It’s never been simpler!

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