Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that will help you have better client conversations about trusts.
Whether you are looking to understand trust terminology or explain how a trust structure works to a client, Hip Pocket Trust Advisor is your go-to resource.
- New content presentation
- Layout adjustments
- Performance improvements
- 13.7 MB
- Release Date:
- Cannon Financial Institute, Inc.
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