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Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement
November 16, 2020 @ 12:00 pm - 1:00 pm
November 16th, 2020
12:00 PM EST
One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.
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