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The one thing you’re overlooking in your client’s estate planning needs

  • by secure_financial
  • Posted on 11 December, 2019

Many individuals own a variety of digital assets which can include anything from domain names, stored photographs, online stores, music, PayPal accounts, along with all the social media accounts.  Your clients may have planned for loved ones to eventually inherit a house or an antique car, or other family heirlooms.  But as your client’s lives become...

As a Secure Financial Group Partner, you will remain an independent financial professional while gaining a support team including:

Seven ways to get referrals without it being awkward

  • by secure_financial
  • Posted on 04 October, 2019

By Hollie Spencer Asking for referrals is essential to bringing in new clients. I get it, it's much easier to do business with people you know or if peop...

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5 Tips to Fill Your Pipeline

  • by secure_financial
  • Posted on 06 December, 2019

By Bryan E. Spencer, President Closing a deal is always the most heavily emphasized aspect of sales, but you'll never have the opportunity to close deals...

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Join Secure Financial Group

  • by secure_financial
  • Posted on 26 June, 2019

Grow your practice with Secure Financial Group's platform of specialized support services, coaching and practice management.

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Key steps to growing your practice

  • by secure_financial
  • Posted on 26 June, 2019

Finding it difficult to keep up with the ever-evolving changing product landscape?  It’s hard to keep pace with annuities and life insurance produ...

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Feel free to call us at 248-435-0400 and request to speak a team member of Secure Financial Group