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Advisor Name
First
Last
Advisor Phone
Advisor Email Address
Territory
Northwest / Ed Curtin
HI-SoCal / Lynn Williams
South / Ryan Schuhmann
West Central / John Roe
North Central / Joel Johnson
Great Lakes / Kelly Bjordal
East Central / Tim Foley
Southeast / Kristin Dolan
Northeast
Select the areas of interest for an FRM to follow up on.
Intro to DBS / Overview of Services
Policy Review / PreCalc
Tax Triangle (conference presentation)
Drop Ticket / FASTerm / Mobile App
LTC / Linked Benefits
Business Development Opportunities
Premium Finance
Advanced Planning Topic
Specific Case Question
What is the advanced planning topic or specific case question?
Add any notes here:
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