Getting Past the Premium Podcast: How to Utilize the 4/3/5 Method to Be ProActive and Add Value

Getting Past the Premium Podcast:

Elliot Bassett & Ryan Brott welcome Co-founder & CEO Peter MacDonald to the Getting Past the Premium Podcast to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method? With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever.

Wunderite’s Top 22 Forms in 2022

2022 was an incredible year for Wunderite and our customers. Last year, Wunderite surpassed over 3,000 forms published in our Fillable Forms Library. Below are the Top 22 forms used and completed by our customers in 2022.