Episode 82: The Golden Age of Insurance Sales: Strategically Integrated into the Plan
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The easiest discussion we can have with our clients today is with high net worth and ultra-high net worth prospects due to the potential changes under the Biden tax proposal.
Whether you are a 30 year veteran or currently in the newest training class in your office, there is something in this episode that will help you crush!
Episode 81: When "We Do Planning" is Not Enough...Today We Need a Stronger Why
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Have you ever found that there are times when saying "We do planning" isn't the differentiator it once was? In today's episode, tom will reveal what he is calling the best sentence he has ever written!
A sentence that answers that question in a compelling way.
Even more important than the sentence itself-- which is total crusheration-- you will learn the process Tom uses to come up with it.