An Outsourced Solution to Government Benefits Planning

In this episode, Greg Maxwell outlines the benefits of our proprietary Government Benefit Assessment.

The Assessment allows your firm to outsource government benefits planning issues to our firm — all at no cost to your firm. 

In short, our goal is to make sure that a client's settlement doesn't jeopardize their ongoing eligibility for needs-based government benefits, and it removes this hassle from your firm.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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