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Campaign
In this Advisor Spotlight for Trust & Will's yearly campaign, Samuel Dean, Founder and CEO of Rora Wealth, emphasizes the importance of estate planning. He shares how incorporating estate planning into his services benefits clients and how Trust & Will’s platform streamlines the process, providing essential tools to ensure clients' legacies are protected.
:format(webp)/creative-work-portfolio-project-files/231484/5f57e8c1570a4efa88c6550c0f215a38.png)
:format(webp)/creative-work-portfolio-project-files/231484/9de406596298487c9ba35516bf0dda91.png)
Campaign
In this Advisor Spotlight for Trust & Will's yearly campaign, Samuel Dean, Founder and CEO of Rora Wealth, emphasizes the importance of estate planning. He shares how incorporating estate planning into his services benefits clients and how Trust & Will’s platform streamlines the process, providing essential tools to ensure clients' legacies are protected.