What a spreadsheet won’t tell you about selling life insurance
April 14, 2015 by Gregory E. Schwabe
Spreadsheets are one of an advisor’s most useful tools. They make it easy and quick to compare life insurance products, and are also an effective way to present options to a client. Moreover, spreadsheets convey a sense of objectivity that build’s client confidence.
At the same time, spreadsheets have limitations. Click HERE to read...
Originally Posted at LifeHealthPro on April 9, 2015 by Gregory E. Schwabe.
Categories: Industry Articles