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cover of episode Benefits of Modeling Annuities for Clients

Benefits of Modeling Annuities for Clients

2021/2/4
logo of podcast Advisor Revelations

Advisor Revelations

Shownotes Transcript

In this episode of Advisor Revelations, Shannon Stone, CFP, with DHR Investment Counsel, is interviewed by DPL's Kameron McRay. They discuss several solutions that Shannon has implemented for her clients and why she chose DPL as her strategic partner.