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Jim Wessels, CPA/PFS, CFA, is an investment advisor representative with Vision Financial Group, Des Moines, Iowa. He brings more than two decades of active money management experience to provide daily insights on the markets and help investors find practical applications. Jim is a 2-year MDRT member with two Top of the Table qualifications. He may be contacted at [email protected]
Articles by this author
Clients don’t like to talk about their own mortality or the possibility that they may be incapable of making decisions someday. Here is how you can ease them into the planning process.
May 2019 | MDRT INSIGHTS | Read Article →
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