Speakers: Mark D. Milbrod, CLU, CLTC

Year: 2020

Over the years, I have been exposed to many different sales ideas that have been designed for the ultra-wealthy HNW client. These types of concepts, although very interesting, are not for everyone. During the meetings, we have an opportunity to share ideas with other members. Through that sharing process, I have found that the majority of members are selling insurance and related products to their client bases that are not necessarily in that stratosphere. I have experienced firsthand that the member base has an appetite for sales ideas and concepts that can be used for a broader, more modest client base. This session will include a series of sales ideas and concepts that can be used to accommodate that broader market. There has been a great deal of changes in the life insurance industry, and no one knows it all.