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The Heart of Life Insurance: Building Trust and Wealth for Your Clients

  • 180 Days
  • 25 Steps
  • 1 Participant
Get a certificate by completing the program.

About this Course

Over 3 Hours of Video in this Course This course delves into the core of life insurance, exploring sophisticated sales concepts, effective communication with grieving clients, and the economic intricacies of life insurance. From turning referrals into personal introductions to positioning life insurance as an asset class, this series empowers you to build trust, navigate grief conversations, and create wealth for your clients in a holistic and impactful way. Key Takeaways: Holistic Wealth Building: Understand life insurance as an asset class and integrate it into wealth planning, taking a holistic approach to financial advisement. Effective Communication: Explore strategies for effectively communicating with grieving clients, turning referrals into personal introductions, and engaging in conversations about life insurance, even the "icky" ones. Sophisticated Sales Concepts: Gain insights into sophisticated sales ideas, fact-finding questions, and language for placing rated cases, ensuring you navigate the intricacies of life insurance with finesse and build lasting trust with your clients.

You can also join this program via the mobile app. Go to the app

Course Overview

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