A recent campaign has helped an investment CUSO grow its life and long-term care insurance programs by 79%.
The San Diego-based CUSO Financial Services LP, a broker-dealer and investment adviser, said it implemented a campaign to help its representatives and their clients, especially those getting closer to retirement, navigate market turbulence through financial accounts reviews.
As a result, the company said, it grew its fee-based advisory services by 59% and life and long-term care insurance by 79%.
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