Individual Life & LTD Products on a Multi-Life Platform
Speakers: Dana M. Mikstay, CLU
Year: 2020
Body of Knowledge:
Business Planning,
Key Person (Life and DI)
Competence: Sales |
Level: Basic |
Session Rating: 4.50
Working with owners of a business, corporate executives, attorneys/partners of firms, etc. can bring tremendous revenue and diversification to your practice when the big case estate tax sale is on hold. Five lives is the minimum that is needed to provide guaranteed issue disability to high income execs, attorneys, physicians and business owners. Learn how to work in the executive benefits marketplace working with one to multiple lives to grow your revenue, expand your client base, implement low maintenance portable insurance programs and build practice diversification where more opportunities for you will be uncovered.