Dear First Mates,
In today’s episode, we cover the following topics:
-I have revamped the Dave’s Digest blog on my website.
-I am enhancing my social media presence on LinkedIn, YouTube, Facebook, & TikTok.
-I have partnered with Careful to help clients protect themselves against cybersecurity and identity theft.
-I have partnered with Chapter to assist clients in making informed decisions about their Medicare planning options each year.
-I have partnered with CurrentClient to send mass texts with important information to clients. The designated phone number for this service is (516) 613-5552. Please keep this number for your records, but note that it is not intended to receive calls or texts. For direct communication, please use (516) 400-7111.
-I have approved several new DST & 1031-exchange investment offerings to help clients defer and potentially eliminate large capital gains from their existing real estate, stock, and business holdings.