About this Course
Enhance your expertise with "The Heart of Life Insurance: Building Trust and Wealth for Your Clients," a focused 2-video micro course designed to deepen your understanding of life insurance and its pivotal role in financial planning. This course offers essential insights and strategies to help you better serve your clients, and reflects a selection from the complete course of the same name. Featured Videos: Permanent Life Insurance: Gain a comprehensive understanding of permanent life insurance, including its benefits, features, and how it can be a valuable component of your clients' financial strategies. This video provides detailed information on the different types of permanent life insurance and their long-term value. Utilizing Insurance Products to Help Clients Complete Their Financial Plan: Industry Thought-Leader Dave Resseguie shares strategies around incorporating insurance products into your clients' financial plan. He says that, especially for advisors who primarily sell investment products, incorporating insurance products is a beneficial strategy that lowers risk and deepens relationships.
You can also join this program via the mobile app. Go to the app