How to Use Leading-edge Case Design and Sales Strategies to Build a Business and Impress Clients and Advisors (PDF PPT ONLY)

Speakers: Bobby Samuelson, Howard Sharfman

Year: 2011



Sharfman and Samuelson will cover current case presentations, sales outcomes and product designs to give producers the tools they need to build and sell a solution for any client in any scenario. The current market uncertainty has refocused some sophisticated clients away from return expectations and toward risk quantification and management. Life insurance offers unparalleled opportunity for Forum members to tailor solutions to a particular client's economic world view. This session brings together two of last year's highest-rated presenters sharing the ideas and concepts that have resulted in millions of dollars of target premium. All ideas shared will be new and not a repeat of last year's presentation.

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