Reviews written by karins330
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5.0 |
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Excellent - appreciated the practical tips at the end
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excellent
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A bit long but worthwhile.
5.0 |
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As always, excellent
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2.0 |
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5.0 |
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excellent as always - thank you
4.0 |
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effective
5.0 |
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Great as usual. Would like to hear more about the "picky" aspects of an ILIT.
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4.0 |
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interesting new thoughts
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4.0 |
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interesting- but as a fee only RIA, I'm not interested in revenue sharing agreements as they do not seem in line with fiduciary standard
5.0 |
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Moved along too quickly. Would like to break down each strategy and have a separate discussion of each.
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excellent
4.0 |
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5.0 |
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4.0 |
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5.0 |
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Excellent - would like to hear more about Wade's research and then translate into practical applications. Would be interesting to put his research to test in a few case...
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4.0 |
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Good overview- covered alot of material quickly. Can you piggyback on a few ideas/strategies and have in depth webinars on certain topics, such as charitable remainder and lead trusts?...
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5.0 |
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OUTSTANDING- THANK YOU
4.0 |
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Helpful tips - despite abrasive/defensive tone of guest. thank you Andy! You're awesome.
