All Authors →
Nick Cassis, CFP, has been in the financial services industry for 16 years and is a 4-year member of the Million Dollar Round Table (MDRT). His company, Cassis & Associates Financial Services, is located in Dartmouth, Nova Scotia. Nick may be contacted at [email protected]
Articles by this author
Developing a lifestyle plan with your clients can help them prepare to live their retirement, not just survive it.
January 2015 | MDRT INSIGHTS | Read Article →
Become a Contributor
Are you a seasoned insurance/financial professional with ideas, insights or research that could enhance the business of producers? Then become a content partner today. Email Steve Morelli to request more information.