『Ep. 23 | New Life Insurance Setup』のカバーアート

Ep. 23 | New Life Insurance Setup

Ep. 23 | New Life Insurance Setup

無料で聴く

ポッドキャストの詳細を見る
概要
 Life insurance can be a valuable part of an advisor’s practice, but underwriting, case design and the time involved can make it something financial services professionals dismiss. In Episode 23 of STATS CHAT, Brad Zinda and Kalen Sigecan explain how the GLB Partner Advantage gives advisors a turnkey way to bring in a life insurance specialist while maintaining the client relationship. They walk through the process from identifying an opportunity and making the introduction to illustrations, underwriting, carrier communication and getting the case across the finish line. They also discuss the 75/25 compensation structure, the opportunities advisors can uncover and how working alongside a specialist can help advisors become more comfortable incorporating life insurance into their practice.
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません