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Making MDRT through multi-line

James J. Van Ham, CLU, CFP

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With the number of career life insurance producers in decline, many prospects are turning to the trusted relationship they have built with their multi-line agents for advice. The “trust factor” is important, and no producer today has a greater opportunity to create and continue a trusted relationship than a knowledgeable, qualified multi-line producer. Unfortunately, if a multi-line producer wants to advance their skill in advanced markets, they must do it on their own. There-in lies the challenge presented to the millions of Americans who are looking for professional advice today and in the years ahead. This presentation begins the dialogue necessary to move the discussion from “what we have done” to “what we can do.” Learn ideas to engage prospects as well as proven techniques to cross-sell your existing clients’ financial services products, increasing your retention numbers and profits.
 

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