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| Advisors who have taken a course from The WPI requested
that a "sales" platform be created for certified advisors.
Therefore, The WPI with the help of Matt Radin, JD, created
the C.A.L.M. platform. This platform will help certified
advisors work up a comprehensive asset protection, financial
and estate plan for all clients in a systematic manner.
To read about the various levels of C.A.L.M., click
here. |
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