Asset Proection Using Bubbles and Boxes
Action: Dan L., a 79 year old farmer, came in concerned about his family farm and a side business with one of his sons. Dan came to us concerned about what would happen at it all if he went into a nursing home.
Resut: After meeting with Dan and his son and have the Bubbles and Boxestm conversation with them they quickly saw the value and hired us for a $15K fee to protect the farm and business from nursing homes, law suits and other family members.
Can you have the Bubbles and Boxes tm conversation with your clients? Find out!
Join us September 24th for the next MPS Webcast. REGISTER NOW
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