Probate Mastermind #64

Recorded Live on March 03, 2016

All The Leads Probate Mastermind Call #64 | Probate Leads (https://youtu.be/RGBXYO1Mxgo)

Call Summary:

Today we introduce your new Account Manager
Discuss the scope of our service with an interested agent
Talk about how to learn your local probate process and how to use that knowledge to provide a higher level of service to your clients and more.

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Understanding the tax implications and exploring the available strategies can greatly benefit your clients and help them make informed decisions.

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