by Taylor Brown | Jun 26, 2023
I had a client who needed to take a loan on his 401k and it had a couple of speed bumps. I called Bill W. to ask who I speak with to start the process, and he said he’d do it himself. Bill was back to me within a few hours with the answers. Michele sent me the loan...
by Taylor Brown | Jun 26, 2023
In the race to appear relevant and cutting edge, many firms I deal with are rushing on to the next best thing – they are on LinkedIn, Facebook, Instagram, etc. All of that is important but hard to keep up with from a customer’s point of view. INTAC has managed to keep...