Webinar For Mutual Trust Life Agents
Demonstration Case Study
Learn how a simple presentation centered around income and taxes can open your clients' minds to new ideas and new ways to use life insurance.

Case Study:  Business owner client systematically funding a policy with a MEC
AUGUST 31ST | 11-12 CENTRAL
COW Software
Webinar For Mutual Trust Life Agents
Demonstration Case Study
Learn how a simple presentation centered around income and taxes can open your clients' minds to new ideas and new ways to use life insurance.

Case Study:  Business owner client systematically funding a policy with a MEC
AUGUST 31ST | 11-12 CENTRAL
COW Software
 
  • Learn how to attract interested individuals and quickly determine if they are the right prospect for you
  • Understand how a proven client process gives you a framework to follow, builds trust, and educates your prospect
  • See the presentation tools and calculators that provide the proof of concept your prospects need to become clients
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  • Learn how to attract interested individuals and quickly determine if they are the right prospect for you
  • Understand how a proven client process gives you a framework to follow, builds trust, and educates your prospect
  • See the presentation tools and calculators that provide the proof of concept your prospects need to become clients
settings
settings
settings
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Register Me
Presenters
Learn from some of the best and brightest in the financial services industry who are eager to share their insights with you.
Jeremy Shipp

Jeremy Shipp

CFP, CLU, RICP, WMCP

Jeremy Shipp

Fredrick Hicks

Financial Advisor

Beatrice Schultz

Beatrice K. Schultz

CFP

Jeremy Shipp

Starr Barnum

Financial Advisor

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