Structured Settlement Webinar on Recording

Thank you for your interest in this interesting subject matter. It’s a bit niche, but if you don’t know this exists as a viable tool to help certain clients, you will won’t be able to bring it to the table as a solution when the opportunity presents itself.

Which, by the way, is why advisors work with our IMO. We offer solutions and the ability to help advisors in ways NO other IMO can (especially in the advanced markets with more affluent clients).

CALM (Comprehensive Asset & Liability Management) is an asset protection sales platform that is unlike anything in the industry. To learn more, click here.