ABOUT THE SERVICE
An accredited 12-module CE program (12 CE hours) designed for financial professionals to transition from a 20th-century retirement model to a client-first Longevity Planning framework. Reduces fiduciary risks under ERISA/UPIA compliance, drives 20%+ referral growth, and generates 80x ROI on $20MM+ in net new assets.
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Last updated 1 month ago
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Other products/services from InvestInU
Flourishing Longevity Program
Exercise and Fitness
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InvestInU
United States (US)