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Yes, we are exiting 2018 after the Christmas holiday break and are entering 2019 with action plans and resolutions which we hope you will be successful in reaching if not exceeding. Hopefully they are challenging and will build value for your customers, business and employees.

In our focus groups with staff we are always amazed at how many financial industry employees don't have a Will or haven't updated one in the past 5 years. Also we ask about term and health insurance coverage as well as written career or life plan. Think about your customers! We suspect that they aren't as well versed as your employees on the subjects. So, there is an education void in many areas where we can help and make employees and customers have a better life styles and security.


From our house to you have a Blessed Christmas/Holiday/etc , The WESI team

Pat Palmer | Thursday, December 13, 2018 | Trackbacks (0) | Permalink

 


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