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About Us

Unique Business Model

Build a leading business model which allows maximum time with clients. This differs, for example, from the standard role of insurance agents because our wealth planners do not need to spend much of their time prospecting to find new clients - that is taken care of by our lead management team. This helps to free up time for the wealth planners who can then be sure of offering clients better quality services and the appropriate solutions.

 
 
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