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Client Goals:

To address a specific need such as:

  • Mutual Funds
  • Annuities
  • REITs
  • Life Insurance, Disability Insurance, and Long-term Care Coverage
  • Health Insurance
investor looking at stock charts on computer

Our Commission clients have limited needs or a very specific need to discuss.  These needs can be solved by implementing new ideas. The engagement ends once the product is established and question are answered.


Project Driven