Sharing with you our Short training for Financial Advisors on the Proper Financial Planning that they can use when presenting life insurance online.
This is a Financial Advisor Training that highlights that there are 5 major financial goals.
I always say that selling will be easier when your clients are excited to buy because they truly understand the importance of life insurance to help them reach their goals.
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Online Presentation for Financial Planning and Life Insurance | Financial Advisor Training
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Thank you po. Pinaka nagustuhan ko po yung way niyo mag explain malinaw direct to the point. Very helpful po ito sa newbie na kamukha ko.
Thank you for the insights, coach!
coach dj thanks for this , big help
Iba talaga pag ang client ang nakarealize ng need niya. Thank you sir for this video
Hi Sir DJ, given the five pillars of financial planning, how does insurance/what product will accommodate each need?