Jul 15, 2018 #1 M MJM1987 Expert 30 New to this... When selling health insurance, is it necessary to have client files, and if so what is supposed to be in said file and for how many years? Thanks in advanced.
New to this... When selling health insurance, is it necessary to have client files, and if so what is supposed to be in said file and for how many years? Thanks in advanced.
