Plan Designs for Today and Tomorrow
Speakers: Harvey Strait, Regional Vice President, John Nau, Marshall Nau
Year: 2019
Body of Knowledge:
Product,
Premium Finance
Competence: Sales |
Level: Basic |
Session Rating: 3.21
Today, it’s all about building flexibility into a client’s insurance portfolio. What smart funding solutions might we leverage today, and how can we give clients more choices in the future? Learn how to evolve your thinking on insurance plan design.