Do you send clients home with armfuls of carrier-branded tools that are confusing and actually prevent sales?
This customizable workbook is a high-quality presentation tool for advisors to use in their appointments and is the ONLY TOOL of its kind in the industry.
Often times we are in competitive selling environments – working against big box investment firms with millions of dollars of advertising and branding behind them. This tool puts our advisors on par with their competition.
February 26, 2013
12 things advisors should know about Social Security
January 11, 2013
Come to Denver and Change Your Practice!
December 10, 2012
INSTANT ACCESS: 5 Reasons Today is the Best Time to Sell Annuities
November 20, 2012
Present this complimentary sales tool on your next appointment!
October 22, 2012
Write More Business By Mastering Three Skills!