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We are in the business of protecting our clients from everything - an early death, loss of income during a disability, estate taxes, running out of money during retirement, and more.
But are you protecting yourself,
not from your clients, but from their heirs?
Check out the video above about the importance of protecting yourself by documenting your conversations. Then, download our Liability Release form to use for your files or read more about why it's so important.
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