Addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. Complete with comprehensive strategy coverage.
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Learn to avoid the gaps that you never saw coming. This product will help you avoid common pitfalls in commercial underwriting. The author brings both a Strategic and Profit orientation to this thought provoking book that includes downloadable online charts you can use daily for your gap analysis.
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Designed specifically for financial service professionals; provides producers all the tools needed to organize activities and track results.
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