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1 - 3of 3

Results: 3

True Tales: Don't skimp on the death benefit

Brian F. Keane, LUTCF

May 1, 20234 min

True Tales: Don't skimp on the death benefit

Brian Keane recalls a lesson learned from his first death claim payout.
Technology testimonials

Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Michael Heckert; Brian F. Keane, LUTCF

Sep 1, 20234 min

Technology testimonials

Apps and tech tools that make advisors more efficient.
Building rapport remotely

Brad Brain, CFP, CLU; Robert Cullen, FSCP, MBA; Sofia Dumansky, MBA, LUTCF; Brian F. Keane, LUTCF

Mar 9, 20234 min

Building rapport remotely

MDRT members share how they foster virtual connections with clients in real time.