Remove B2C Remove Retirement Remove Strategic Planning
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Transcript: Joanne Bradford

The Big Picture

And I think eventually they’ll be a B2C company. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. We use it because most people don’t have trusts set up properly. And so they have done that and they’re a B2B company right now.

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