Monday, April 21, 2008
Opportunities Abound in Working with the Wealthy - Especially Business Owners
Many opportunities are open to agents today in helping wealthy clients. Most clients who qualify as “wealthy” are established small business owners, top executives in a corporation or partnership, those who have inherited their wealth, or those who have done well with their investments. These clients usually have some degree of financial sophistication, but the problems they face are more complex and require the help of a knowledgeable advisor. As that advisor, it is up to you to help them plan for their future and find the tools to secure those plans.
Opportunities Abound in Working with the Wealthy - Especially Business Owners
Source: Life Insurance Selling
Opportunities Abound in Working with the Wealthy - Especially Business Owners
Source: Life Insurance Selling