Join host, Tim O'Connell, and his guests for a 15-minute discussion about client conversations to help you finish 2019 strong.
|Monday, 9/23||Balance cost and performance — Leverage multiple IUL accounts to find the right combination of expense and upside potential|
|Tuesday, 9/24||Do good better — How to leverage charitable giving beyond the original donation|
|Wednesday, 9/25||Diversification strategies for global clients — U.S.-based life insurance can be an attractive asset for Foreign Nationals|
|Thursday, 9/26||Policy review — Learn the steps, tools and techniques to go F.A.R. [Find the (current) need, Analyze and Recommend]|
|Friday, 9/27||Wills, probate and trusts — Advanced Sales can help you know the differences and why they matter|