The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. During Closing Week, join Keith Wagner, Jeri Turley, Amy Salo, Paul Franklin, and Andrew Flores as they share the language and strategies that have built ... Read more
Events Calendar
35 events found.
Sales Strategies
Events
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Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... Read more |
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Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, how two decades of coaching high school football turned into one of his strongest referral engines, and why he believes financial planning only works when ... Read more |
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In this exciting webinar, Ensight will talk about the future of the traditional illustration, point-of-sale and wholesaling experience. Today tens of thousands of financial professionals have shifted to selling off of Ensight Sales Stories, provided in conjunction with leading Life and LTC insurance carriers. Ensight will showcase several Sales Stories by leading carriers and discuss ... Read more |
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