Have you thought about Insurance? by glenn@tribefinancial.com | Apr 19, 2024This is a helpful Email template to send to clients.
KFG -Tribe – Intake Form by glenn@tribefinancial.com | Apr 19, 2024Complete form and send to Bindu to refer client(manual process)
KFG Insurance Referral Link by glenn@tribefinancial.com | Apr 19, 2024Click the link(or copy and paste) to refer client to KFG(online process)
KFG Insurance Client Letter by glenn@tribefinancial.com | Apr 19, 2024Letter for client to sign acknowledging referral or waiver of insurance.