Inside this Playbook you will find 23 sales concepts that range from Disability Insurance and Long Term Care to Retirement Planning. Each concept or “mini presentation” tells a unique story as a small portion of a larger presentation. These presentations were developed as a way to make sense of complex topics when meeting with clients. Inside these mini presentations you will find a brief description of the concept and graphics to help demonstrate the idea, as well as information on how to access the full presentation.
Every concept discussed in this Playbook was chosen because it helped to answer a problem that we have faced when working with past clients. We hope that by providing you with this Playbook, you will be able to provide the same insight when looking at each of your client’s unique financial situations and subsequent goals.
If you have a client with a profile that could benefit from one of the presented concepts or you are interested in learning about other concepts, email Erin Dunseith at Erin@ChesapeakeBrokerage.com.