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There's more to life than life insurance

Ian Green, DipPFS

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Life insurance isn't everything — it just seems that way until we start managing investments, too. And commission isn’t the only means of remuneration — it just seems that way until we start charging fees, as well. Learn how to best to consider educating your clients and diversifying your practice before commissions are removed. Green discusses the benefits and pitfalls of a diversified (yet still specialized) business, including the top five things to expect when moving from commissions only to a fee-based practice. Loyal, trusting and advocate clients WANT to give us more than just insurance premiums. The question is, what are we doing about it?
 

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