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June 9, 2021

New Videos for Affluent and Business-Owner Clients!

Linda Thomas News

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

Value+ Protector II in a Breeze 10 Steps to Help Grow Your Practice

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