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Great book to leave behind to your clients for them to input their personal and financial details to keep all of their account information and passwords in one place.
There are also pages for the client to write down the names and phone numbers of their agents, advisors, attorneys and funeral wishes.
We're here to supply agents with appointment essentials!
What do you want? How do you get it?
Twelve months of activity tracking goodness!
A must for when you're out knocking on doors!