Do your elderly parents or loved ones have online accounts set up for their long term care policies?
- Posted by Peter Gordon
- On April 9, 2021
- 0
Last week I sat down with a relatively new client. Our in person meeting was a relief. I was fourteen days past my second #COVID vaccine; my client was already vaccinated. We were situated six feet apart with masks on. We have an onboarding process for new clients which requires us to get a lot of information, […]
