Live Online Event
The Secret to Using Beneficiary Reviews to Drive Sales
With Dennis Postema and Paul Mallett
This webinar will start in:
Wednesday, July 27th
11:00 AM - 12:00 PM Pacific (Los Angeles)
1:00 PM - 2:00 PM Central (Chicago)
2:00 PM - 3:00 PM Eastern (New York)
Click Here to Reserve Your Spot Now.
Beneficiary reviews are extremely important to ensure your clients achieve their intended goals, especially with the all of the life events that impact beneficiary designations.
Plus, they create closer, more trusting relationships with clients and can uncover new sales opportunities with them and their beneficiaries.
Ultimately, beneficiary reviews help your clients and build your business.
Learn how and when to start the beneficiary review process with your clients.
Get tips to help you schedule beneficiary review appointments.
Learn a proven, detailed, step-by-step beneficiary review process.
Find out the questions you should ask and information you should collect during the beneficiary review session.
Discover how to evaluate and uncover potential new sales and referral opportunities with your clients and their beneficiaries.
Uncover why beneficiary reviews are the ultimate conversation starter and why they are so important to discuss with all clients and prospects.
Learn how to distinguish yourself from other financial professionals.