"Don't sell life insurance. Sell what life insurance can do." - Ben Feldman
Want to educate your client on the benefits of an Irrevocable Trust? How about a quick estate tax calculation? Or, the complex gifting arrangement made simple? Look here.
♦ Estate Planning
♦ Business Planning
Show your business owner clients the benefits of a business continuity plan. Then share with them the variety of executive benefits available to select members of their company. Finish with a discussion on the impact of key person plans.