Planning for Life Podcast
The SECURE Retirement Plan Process®: Part 2
Today, Carl Coolidge walks you through the second part of the SECURE® process. The latter part of the acronym stands for Understand, Retain, and Evaluate. In contrast to episode 5, these last letters are your application steps to succeeding within the SECURE® process.
Don’t miss out on learning how you can finally execute this process within your own practice.
Feel secure, be secure.
CRN202005-231419
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Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
