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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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. State of Domicile: GA. CRN202211-274137
