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Shane E. Westhoelter, AEP, CLU
Shane E. Westhoelter, AEP, CLU
in Annual MeetingSep 26, 2017

Clients want quality life planning

Shane Westhoelter focuses on how to position yourself differently than other advisors. He stresses the importance of adding value in life planning so clients can live a life with dignity until they die with no financial stress. Westhoelter helps advisors understand they need to stop taking about "retirement" and start talking about "quality of life."
Retirement planning
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Author(s):

Shane E. Westhoelter, AEP, CLU