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  • Want to be indispensable? Create multi-generational financial plans

Sep 14 2023

Want to be indispensable? Create multigenerational financial plans

In-depth, multigenerational financial planning creates a deep bond with clients. MDRT member Elke Rubach discusses how this has worked for her, including some of the challenges she’s faced in working with families.

By Elke Rubach, LL.M., CLU

Topics Covered

Financial planning Retirement planning Wealth management
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Toronto, Ontario, Canada
MDRT member since 2018

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