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The DI Audit
As a Financial Professional,
you have the responsibility to protect your client's assets from financial disaster.
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If you are a CFP®,
you have the fiduciary responsibility of having this conversation with your clients.
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Are you looking for a system to help ANALYZE
your clients' income protection coverage gaps that are offered through their employer?
Ask us about our Fiduciary Disability Income Audit Service for Financial Professionals!
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(Financial Professionals across the country are using our DI Audit System to enhance their practice and presentation to their clients! Is it the time you started to have this discussion?)
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