Science of Change

Science of Change

vor 5 Jahren
12 Minuten
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Podcast
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Equitable Advisors Podcast Series

Beschreibung

vor 5 Jahren
Kelly DeMay had her best year ever in 2020. Amid all the challenges
of embracing technology and the emotional highs and lows, she
gained the confidence to set her goals even higher in 2021. For
purposes of this discussion, "advisor" is used as a general term to
describe insurance/annuity, investment sales, and advisory
professionals who may hold licensing as insurance agents,
registrations with broker-dealers, and registrations as investment
advisory representatives (IAR) of registered investment advisors,
respectively. "Advisor" in this context is not intended to
necessarily refer to IAR offered fee-based financial
advisory/planning services. GE-3440789(2/21)(Exp.2/23)
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