The Zemar Podcast

When Should You Start Planning For The Next Renewal? And Interview with David Matuszak, CFP

December 23, 2020

When Should You Start Planning For The Next Renewal?

  • The renewal planning process
  • Project-based improvements
  • Increase communication with the employees
  • Interview with David Matuszak, CFP

Disclaimer: This podcast is intended for information purposes only. Any advice or planning should be consulted with an insurance or financial professional. 

 

David Matuszak, CFP - David.matuszak@sisfp.com - 708-645-8820

 

For more information about Elite Benefits of America or Contact Butch Zemar 708-535-3006 EliteBenefits.net

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