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Yodal: Because everyone needs a plan


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Fun, Energetic Grandpa Playing In Waves With Young Grandchild – Girl – On Beach At Sunset – Shoulder Ride

Yodal supports advisers in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.

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Recent Articles

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What are Put and Call Options?

Options are becoming increasingly mainstream. As their use has grown, so have the opportunities to add convenience and flexibility to property transactions. 

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Searching for good

With our ubiquitous media channels bombarding us with all this negativity, it’s no wonder people are searching for good.

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Signing a contract or agreement. Banker or lawyer showing client the line for autograph in a document paper. Business man with a customer in office making deal. Employee hired.
Asset Protection Presentation

In our February event, Wednesdays With Redchip, our presenters Ian Tindale and Trung Vu looked at asset protection strategies. View the slides from this presentation here.

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