by glenn@tribefinancial.com | Apr 19, 2024
This is a helpful Email template to send to clients.
by glenn@tribefinancial.com | Apr 19, 2024
Complete form and send to Bindu to refer client(manual process)
by glenn@tribefinancial.com | Apr 19, 2024
Click the link(or copy and paste) to refer client to KFG(online process)
by glenn@tribefinancial.com | Apr 19, 2024
Letter for client to sign acknowledging referral or waiver of insurance.