National Underwriter Online Store
  Online Library
  General Questions
  Privacy Policy
  Terms Of Use

Items:
None
  /   SubTotal:
$0.00
 
Browse by category
 
Clearance New Products Weekly Deals
  
 
Skip Navigation Links
  Property & Casualty
  FC&S
  Annual Statutory Compilations
  Commercial Lines Guides
  Personal Lines Guides
  Designation Programs
  Risk Management & Claims
  Sales Tools
  Kirschners
  Tax, Insurance & Financial
  One Card System
  Continuing Education
  Live Training
  General Questions
  Magazines
  Training
 
 
 
 
   
 

Building An Affluent Clientele: Marketing Personal Lines to the Wealthy

Author: Russ Alan Prince and Karen Maru File
ISBN: 4050000

Success is yours when you learn the secrets of selling personal lines insurance to these wealthy clients. Research shows that an overwhelming majority of million dollar clients seek a "one-stop shop" for their financial services. Find out what you need to know to develop an active role for yourself as an insurance advisor.

DescriptionQty
Building An Affluent Clientele: Marketing Personal Lines to the Wealthy
Media Description:
Pub Number: 4050000
Price: $38.00

Add To Cart
DetailsExcerpt
Research shows that an overwhelming majority of million dollar clients seek a "one-stop shop" for their financial services. Find out what you need to know to develop an active role for yourself as an insurance advisor.

You'll learn about client interests in asset protection, estate planning, life insurance, and more. This "how-to" book shows you:

  • How to categorize the market and how to reach it
  • How affluent clients think of risk and how they manage it - and how you can help them

You'll learn who "highly socially embedded" individuals are, how to identify them, and why they're crucial to maximizing your sales opportunities. Discover how just one person can lead to 32 referrals!