Our Product Specialists go through significant internal training in order to best understand the needs of our clients. Our Product specialists also undergo continual training throughout the year so they are aware in changes to general taxation (such as the Tax Cuts and Jobs Act). 

Before our product specialist speaks to a prospective client, they are fully acclimated to our internal processes (including the Fulfillment team's processes), general taxation areas, as well as going through our internal certification process. The purpose is to better understand the needs of our clients.