Corporate Solutions | Pre-Advisory Essentials

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Phase 5: Closing

Mapping Cases on IPOS

Importance of Mapping Cases
Step-by-Step Process of Mapping Cases

Referrals and Client Servicing

Generating Referrals (33:49)
Building Client Relationships
Providing Excellent Client Servicing

Objection Handling

Objection Handling for Insurance (36:40)
Objection Handling for Investments (33:13)

Conclusion

Recap of Closing Techniques, IPOS Mapping, and Client Servicing
Next Steps for Continued Improvement

Advanced Training

Corporate Solutions (40:23)
General Insurance (15:23)
Retirement Concept (5:30)
Careshield Training MLTC (11:57)
Introduction to Estate Planning (Will & LPA) (14:23)
PWE Training (10:19)
PWE Proposal (13:08)
Universal Life Plan (Platinum Indexed Legacy) (18:42)

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