Back to the Future - Using Techniques from the Past (PDF PPT ONLY)
Speakers: James Monteverde
Year: 2011
Body of Knowledge:
Estate Planning/Wealth Transfer,
Income Tax Planning
Competence: Technical |
Level: Advanced |
Session Rating: 4.58
Throughout his 40-year career, Monteverde has accumulated some of the best sales concepts from top producers and legends in the industry. He shares transferable ideas by taking the very complex and breaking it down into something that is easy for the client to understand, buy and retain. Whether you are a seasoned professional or new in the business, Jim will share portable ideas for everyone.