Special Projects include:
- Conducting tax research on specific planning strategies
- Providing legal opinions
- Creating white papers
- Developing articles for advanced sales concepts
- Producing or participating in webinars
- Speaking at various events
- Assisting with administrative projects such as:
- Transferring business from one firm to another via broker of letter, reassignment of commissions
- Reviewing a producer or firm’s book of business that is not actively managed to provide client service support on a group of policies
- Creating customized and generic presentations
