Present to multiple parties, gather feedback and communicate quickly without scheduled appointments.
Create Projects and invite unlimited producers using Project links for recruitment and joint work.
Create engaging and interactive courses to communicate new products, new ideas and new strategies.
DISCIPLINED ADVISOR NETWORK
SFI is a conservative premium financing program that is focused on reducing the long-term risk of borrowing bank premiums.
QLS is a wealth preservation and retirement generation program that converts taxable qualified plan assets to more efficient Roth and life insurance benefits.
-Chris J. CFP
11 Forest Street
New Canaan, CT 06840