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Family & Other Relations When your Client's pass away, who inherits their wealth? If you don't know, you should. And if they don't know who you are, you can kiss those assets goodbye! Distinction Number Seven - Brokers*ACT is designed to facilitate Generation Networking! Something as simple as sending the children a Birthday card throughout there lives where ever they reside, keeps Peter's name in front of the next generation of clients.
Do you know the immediate family members of your Clients? More importantly, do they know you?
Brokers*ACT comes equipped with individual birthday reports for each family member. You can search by "Birth Month" or make the D.O.B. an annual event. It is your choice, both work effortlessly and the return may be priceless!
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