How to define yourself as a life insurance adviser
April 7, 2017 by Barry Flagg
Over the course of my career, I learned that if I didn’t define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.
For instance, in a real-life case last month, a client was considering the purchase of $1 million of life insurance for the dual purpose of family protection and wealth accumulation.
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