EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
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Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
In this episode: Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.
Length: 44 minutes