Life insurance can be a compelling solution for HNW clients looking to maximize the "safe money" portion of their portfolio while still maintaining liquidity…
Topic Focus: Life Insurance Product Hacks
-Enhance ROI for rated clients
-UL product “hack” to maximize CDA Credit
-Manulife term product “hack”
-Optimi…
September Webinar
Topic Focus - Finish the year strong with these revenue-generating strategies
•Term Conversion - Maximize revenue with term conversions
…
Topic Focus: Why you should use LDA on every case (big or small)
- Save policy renewal schedule for future reviews and policy mining
- Attach documents a…
