Products
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A look at the History of Life Insurance
Digital downloadOften asked by new advisers for a digestible history of Life Insurance I created this for a background of the development of life insurance to give advisers a historical perspective of life insurance.
Free
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Brand Boost
Digital downloadThis invaluable book will not only help create model to sell your business it will enliven your modelling. Those who work through this book sometimes decide on retention instead because setting up for sale revitalises the enthusiasm that created it!
$4.99
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The Wizardry or making real value from your orphan client base. Neglected customers can be real gold in your business modelling. Take this journey today.
Digital downloadThis e-book provides great ideas on building relationships with orphan or neglected clients in your data base.
$3.95
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Master that Script!
Digital downloadMastering scripts for approaching clients is critical to success. yet developing scripts that reflect you, the services, product, concepts or ideas you wish to convey too are important. Tailoring calls to target audience, nuance, technique? Vital.
Free
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Beyond the Basics how to maximise the value of your orphans, or neglected clients in your insurance practice. Strategies' proven to build great customers.
Digital downloadAdrian Phillips author, four decades of experience in financial services industry, Customer Care Bears Project Manager CML and purchasing books of clients for his own practice a master of relationship building.
Free