5.0 |
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Nice resource for clients with insurance policies who no longer have a need.
3.0 |
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Dense. I would need to see this several times to really grasp it.
1.0 |
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Too technical, hard to follow, not a very interesting speaker. Way out of my paygrade!
3.0 |
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For me, it would have been better as a high level view of assisting clients with these types of decisions - and, then maybe a case study as a follow-up webinar. But, not everyone thinks the way I do (top-down).
5.0 |
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Great info and new tool to use. Thanks!