Travis Manning, CFP, CLU

Connexion Zone

Travis Manning, CFP, CLU, is an 11-year MDRT member from Caledonia, Ontario, Canada. He specializes in retirement income and estate planning and has served on numerous MDRT committees.

Prospecting the Multi-Generational Family

Language: English

Do you have a great client but really wish you also have their parents, or children as clients too? Do you want to make sure that the assets that you have helped your client accumulate stay under your care, instead of leaving as an inheritance to their children?