|Available Formats:||Paperback | See All|
Many clients think they understand how life insurance works, but in reality, most are unaware of all the potential ways it can be used.
Life Insurance: How to Use It to Your Clients’ Advantage is designed to guide CPAs through some of the most important aspects of life insurance, with the goal of helping you better serve your clients.
Case studies written by PartnersFinancial’s insurance professionals cover important client concerns such as the following:
Clients expect their advisers to protect their interests. They expect a high level of expertise. And they expect proactive service. Life Insurance: How to Use It to Your Clients’ Advantage will guide you through the maze of life insurance options and opportunities, so that you can achieve your clients’ overall financial goals.
Includes Interactive Training CD
Included with this book is a valuable CD-ROM to help you better understand—and explain to your clients—the basics of life insurance products. The CD includes five interactive training modules that will help you