Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Trey leads and manages a team of Sales Managers, External Wholesalers, and Advisors across Individual Life Insurance, Individual and Multi-Life Disability Insurance, Corporate Owned Life Insurance, 401(k) Advisors, Investment Advisors and Relationship Managers. Trey recruits and develops advisors by creating performance sales culture using core fundamentals including activity models, pipeline tracking, and target producer marketing.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.