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Digital Assets and Rewards (Loyalty) Programs: Financial Advisor Essentials
By AGF Management Limited Link to the course In today’s world, estate planning includes planning for your client’s digital assets. In this video, Michael Kulbak of Kulbak Trust Solutions helps financial advisors understand the importance of planning for digital assets, as well as reward program points, and what hurdles can arise related to these assets. Kulbak defines digital assets — email, stored photos, online banking access, websites, cryptocurrency, e-books, social media
MICHAEL KULBAK
Nov 21, 20231 min read
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