Many of you are asking and looking for the Money Merge Account Version 4 PowerPoint we tested in Kansas City this past weekend at the Smith and Keener Super Saturday training. Our strategic group which includes Steve Smith, Sarah Witman-Smith, Michael Montgomery, David Montgomery and myself have been working closely with UFirst corporate and founders to enhance the presentation. We are anticipating the corporate release of the final version on Monday, July 28th. We appreciate all of your feedback and comments on the presentation. I will post the location of the presentation as soon as it is compliant and released. We are just as anxious as all of you and extremely excited about how this is going to revolutionize the way money is looked at.
If you are an existing United First Financial Agent check the back office for the new FAQ section for great info.
