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December 16, 2020 25 mins
The retirement planning process can bring up an array of emotions and behaviors when discussing sensitive subjects.  In this episode, Jim Donewald sits down with guest Jeremy Houser, a consultant at InsurMark, to discuss how their relationship has established a streamlined process for onboarding clients to accomplish straightforward results. In this episode, you will learn: … Continue reading Episode 13 – The Emotional Process of Retirement Planning →
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