CRUCIAL SENIOR UPDATES

Printed materials, namely, brochures, pamphlets, and handouts in the field of asset preservation planning for senior citizens

Providing financial information, namely financial planning for financial advisors in the seniors market

Educational and training services, namely, conducting workshops and one on one lead-generated appointment presentations, in the field of asset preservation planning and financial products for financial advisors in the seniors market, distributing training materials for the financial advisor and educational materials for the potential clients