4th of July and legislative birthdays: laws & fireworks unite!
There is nothing quite like celebrating a birthday, regardless of how old you are; it can always be a blast! But if your client’s cake is gleaming like a bonfire, it’s not just their age that deserves to be celebrated. It is also likely that they have reached some significant financial achievements worth celebrating. These milestones should be recognized, and the necessary actions taken to ensure they remain on course for their financial goals and avoid possible legislative penalties.
This Legislative Milestones Key captures these milestones in an easy to see format.
Opportunities:
- Great for talking points in a meeting or for post-meeting follow-ups!
- Include in the welcome packet for your new customers.
- Client check-ins and reviews.
- Hang the 11 x 17 print in your office (or bathroom).
TC142942(0724)