The Annual Client Review System

About the Book

What would you do if you knew you could not fail? The 'Annual Client Review System' is a refreshing, and often humorous planning system for getting yourself on track to achieve your financial goals. Partner-up with a planner that takes your goals and dreams seriously. This is a 'comfortable-fit' for clients and their insurance agent alike. This is a well thought out and thoughtful approach that this insurance agent has planned for his clients.

About the Author

Karl N Kindschi, LUTCF