Mon, Apr 03|
Professionals Only: Intro to the POM Estate End-of-Life Planning Model - PM Session
In this fast-paced program, we cover our model, client services scope and ground rules, and how you can benefit from partnering with us. Clear next steps will be provided.
Time & Location
Apr 03, 4:00 PM – Apr 04, 4:30 PM
About the event
- Do you work with mature adults and/or their adult children?
- Are you open to adding an additional source of revenue?
- Would you benefit from higher client retention?
Join us for a free, fast-paced, live virtual event that shares exactly what we do, how we work, how your clients benefit, and how you can benefit from your partnership with us:
Our freestanding end-of-life planning solution is agnostic to all licensed professions; we are your ally and not your competitor. We offer a complementary service that adds value to your client's or customer's quality of life. Where not prohibited by regulations or policies, we offer a monetized affiliate referral program for partners entrusting their clients with our solution. Likewise, we reinforce your client relationships and provide referrals to trusted partners where applicable.
Stay after the session for a Q&A session, or request a 1:1 meeting for personalized attention.