New Videos for Affluent and Business-Owner Clients!
Help affluent and business-owner clients understand the importance of planning for the future – and how fixed index universal life insurance can have a role in their long-term strategy. Share these new approved-for-clients videos and use them to open discussions with new and current clients:
- Flexible estate planning in an ever-changing environment
- Retaining, attracting, and motivating key employees
- 5 tips for business buy-sell agreements
Business succession planning and risk management