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Mixing business savvy, "street smarts" and teamwork
Ist Teil von
Life Insurance Selling, 2013-01
Ort / Verlag
New York: ALM Media Properties, LLC
Erscheinungsjahr
2013
Link zum Volltext
Quelle
Business Source Ultimate
Beschreibungen/Notizen
There are certain areas of the life insurance business that are more complex than others, and exit planning is one of the most challenging. For one thing, the producer has to have the ability to think like a business owner, as he or she is advising owners about the steps to take regarding leaving or selling what is often their personal legacy. For another, most owners will want a team in place to guide them through this process, so the producer is often one of several professionals trying to offer advice. If you've ever been in that kind of a scenario, you know how difficult it is to get things accomplished without stepping on so many toes the owner throws up his hands and walks away. But it's precisely because of the complexities and the emotional factors that the producers who are strong in this market are so good at it. The successful ones tend to be especially smart -- as one of our panelists describes it, "street smart" -- effective, creative, and empathetic business people themselves. A recent asked three of the best to discuss how they operate in the exit planning arena. And this is just a taste, as Life Insurance Selling will be hosting a free webcast on Jan. 24, giving you the opportunity to follow up with our panelists, get additional information regarding their approaches and ask any further questions. Panelists included: 1. Guy E. Baker, MSFS, CLU, 2. Tom Fowler, CLU, LUTCF, and 3. E. Dennis Zahrbock.