For many agents, the most significant barrier to growing market share with business owners and high-net-worth clients is simply starting the conversation. This segment has heard it all before, so how do you break through the noise? The solution lies in finding a specific, compelling entry point that builds immediate trust and proves their expertise.
Simplicity's upcoming Advanced Planning webinar is focused on prospecting and designed to give agents starters, with tactical tools and tips to engage and win this type of segment.
Attend this webinar to learn how to:
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Uncover hidden risks in buy-sell agreements
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Address the executive retention crisis
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Navigate sensitive family wealth conversations
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Leverage timely tax law changes