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  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog

Posts Tagged: Estate Planning

AUDIO: Al Gibbons answers THE question on Professional Referrals

- March 14, 2012

HAVE YOU EVER BEEN UNSURE OR CONFUSED ABOUT GIVING OR RECEIVING A REFERRAL?

Please listen to my recording on the article that I published, “The Ethics of Making Professional Referrals”.

The question here is: On what basis and using what criteria…  should a professional refer other professionals.

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Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

15
May
Finseca: “Hybrid Life & Long-Term Care Policies Inside ILITS: What Works and What Doesn’t”

The Washington Report: – Wealth Transfer Edition “The shrinking market for stand-alone long-term care (LTC) insurance has increased the popularity of pairing life insurance with a qualified LTC (“QLTC”) benefits rider, which can provide more…

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