By April Leabo, Production Manager
Customer Service
Have you sent your New Year's wishes? Be sure to take advantage of page four of your newsletter to send your New Year's wishes and remind your clients to schedule an appointment for an Estate Plan Review.
The deadline for making edits to your January issue is December 5 and the default articles we have scheduled for you are: Estate Planning for Singles and Premarital Planning.
To see the additional articles available for custom issue creation, download a preview of the article library.
Need assistance? Give me a call at 877-352-2021 and dial 82 when you hear our greeting.
Comments