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JSchalk
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Jeremiah Schalk

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JSchalk
Member
March 10, 2025
Reply to What segments have you created that have led to greater engagement?
Im struggling with this now. I want to have something like "businesses without a 401k plan" I've put it in but can't add people or search it. Wha...read more
JSchalk
Member
November 11, 2023
Reply to What segments have you created that have led to greater engagement?
As a financial professional, a few segments I have are coffee shops & automotive repair companies. I also have a segment for those employees wh...read more
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