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July 15, 2020

Get on the Same Page with Your Clients!

Linda Thomas News

Generation and stage of life are very important when creating client recommendations. It’s not just WHAT to sell, but HOW to sell it.  Not sure where to begin? We have conversation starters tailored to each generation to help!

  • Baby Boomer Conversation Starter
  • Generation X Conversation Starter
  • Millennial Conversation Starter
Lincoln ONEmeeting: Do you Want Fries with That? Estate Planning for Blended Families

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