Must-Listen 1-Hour New Stump Dave!


Join Dave and David Wright as they role-play an introductory phone call with a lead from a recent RMD Virtual Workshop. This case features a married, 65-year-old man, who along with his wife has been retired for about one year. Currently working with an advisor but also a do-it-yourselfer, tune in to listen to how Dave discusses the importance of Income for a happy retirement with his wife, daughter, and new granddaughter!

Click below to listen!

Additionally, as a reminder, please submit any new Stump Dave cases to Teresa.

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