In this episode, Greg Maxwell outlines the benefits of our proprietary Government Benefit Assessment.

The Assessment allows your firm to outsource government benefits planning issues to our firm — all at no cost to your firm.

In short, our goal is to make sure that a client's settlement doesn't jeopardize their ongoing eligibility for needs-based government benefits, and it removes this hassle from your firm.

Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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