Add value to your planning process by helping your clients be prepared for what life throws at them.
MODULES
- 3 video-based modules
- On-demand training portal
- Accessible via computer or phone app
MATERIALS
- Binder tab layout
- Section checklists
- Presentation slides
SUPPORT
BONUS
- Editable electronic Financial Life Organizer Supplement
NO RISK GUARANTEE- If you are unhappy with the Financial Life Organizer Online Training for any reason, just contact us within 30 days for a full refund.
IMPORTANT NOTES
- Current members, please log-in before purchasing.
- Please subscribe to our email list to allow us to stay in touch.
- Contact us at [email protected] with any questions.