Our Client Experience team carefully and meticulously researches the best possible gifts/touches year-round and to make sure they are received as being thoughtful and delightful to your clients.

As the delivery dates approach, all members will be notified via email announcing the gift for the quarter, the message that will accompany the gift, and photos of its presentation.

The photos and accompanying message can also be viewed in your dashboard by the following:

  1. Logging into your account

  2. Click 'My Plans' on the left-hand side

  3. Click on the client/plan you wish to view

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