How TOLI Trustees Can
Keep From Getting Sued
After spending over a decade keeping clients from getting sued or writing a big check, there are few people nationwide who know more about the steps to be taken by a trustee to mitigate liability and dramatically increase customer service. Each year, millions of dollars in checks are written behind closed doors by TOLI trustees. In this session, I will teach you how you can reduce the chances that one of those checks has your signature on it. This session is perfect for any organization that includes fiduciaries and trustees.
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