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Paul Sargent: Competitive Advantages to
Differentiate Yourself With Business Owners

It’s no secret that the largest life insurance sales generally come from business and estate planning. Are you looking for some competitive advantages to get in front of more business owners, CPA’s and estate planning attorneys? Are you looking to increase your average premium size, resources and knowledge base? Come join us for an important 30 minute call that could be a game changer for your business in 2017 and beyond.

Topics Include:
  • Key tools to help you engage business owners such as complimentary informal business valuations and buy-sell agreement review
  • Succession planning techniques to ensure multigenerational clients
  • Strategies to help your clients protect and retain their talent
  • Business owner retirement strategies