The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work:
- All NAIFA members receive a discount on Asset-Map software
- You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
- The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.
