The ShiftShapers Podcast

In this engaging conversation, we discuss how brokers can get started with life and the pros and cons of going it alone versus creating strategic partnerships. We also explore techniques advisors can use to approach prospects and clients, such as policy review and others. To gain more knowledge, Brian suggests leveraging wholesalers to gain both product and conceptual depth. We wrap up the conversation by talking about different life insurance policies and today's popular combination products that create a nice fit with work many advisors are already doing with their clients.

Get full show notes and more information here:

Direct download: SHIFTSHAPERS101.mp3
Category:general -- posted at: 7:00am EDT