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Referral Competition
Marshall Tague
2024-05-09T12:20:49-07:00
Referral Competition
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Brian Baker
Grant Botma
Ryan Delviken
Jarred Kuiper
Andrea Middleton
Jake Norton
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Brian Ream
Donna Rivituso
Mark Shipley
Joy Smith
Nate Swartz
Marshall Tague
Mike Zins
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Which advisor are you referring this person to?
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Jake Norton
Brandon Ream
Brian Ream
Jarred Kuiper
Ryan Delviken
Mark Shipley
Nate Swartz
Mike Zins
What service is this person needing help with?
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Home, Auto, Umbrella, etc. Insurance
Health Insurance (medicare, medishare, etc.)
Life/Disability/Long-Term Care Insurance
Estate Plans (wills and trusts)
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Real Estate (buying or selling a home)
Private Money (investor loans)
Financial (investments, wealth management)
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