Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness.
The three-step formula in this presentation will cover how to incorporate Financial Longevity Wellness in the products/services you provide while staying focused on your client’s story.
Whether you specialize in life insurance, retirement/investment planning, annuities, long-term and short-term care, workplace benefits, or life settlements, don't miss this webinar from NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, as she imparts lessons and advice from her new book, How Not to Pull Your Family Apart, the new #1 Best Seller in Budgeting and Sociology of Marriage & Family on Amazon.