Check out our turnkey digital program which helps identify your clients who are interested.
WHY IS THIS PROCESS SO VALUABLE FOR ADVISORS?
- Many estate plans fail because the life insurance policy was not enforced when needed.
- 90% of policies fail. Don’t let this happen to your clients.
- Increase client satisfaction and referrals.
- Increase your revenues without taking up your time by outsourcing this critically important service.
- Permission marketing enables advisors to identify his clients which are interested.
- Email sent with links to the co-branded landing page.
SPEAKING THE TRUTH
David Kottler, The Life insurance Doctor, shares how to provide cash, cash savings, and tax savings to your clients through their existing life insurance policies.
Financial advisors such as CPAs, attorneys, accountants, etc.. will gain valuable insight into how their clients can get the most out of their policy and find more money to fund their retirement, go on vacation, care for a loved one, and more!
THE BENEFITS OF WORKING WITH THE LIFE INSURANCE DOCTOR
- He’ll show you how you can help clients discover money NOW for vacations, charitable giving, caring for loved ones, and more.
- Hear from a trusted advisor whose industry experience will empower and inspire you to take action.
- Learn how to help your clients maximize their life insurance benefits.
- Gain an understanding of industry secrets from a seasoned professional who has helped hundreds of individuals achieve their dreams!