Marc welcomes guest Chris Roehm, a Certified Financial Planner who has grown his business by becoming a self-taught LinkedIn expert. Chris will discuss how to effectively use LinkedIn as a sales tool to increase connections, engagement, and sales to grow your business.
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How do you create a compelling value narrative for clients? Benefit Buddy is the pre-quoting sales tool that helps you guide the discussion with LTCi prospects in a way that is more personal to them. Use Benefit Buddy to compare LTCi vs. self-funding and engage clients in a meaningful discussion about cost vs. benefits. This […]Read More >
The endless back-and-forth communication and steps involved in scheduling a meeting can be a hassle before it even starts. Reviewing calendars, determining the best time to meet, setting up a call-in number, and adding the meeting to the calendar are all tasks that need to be completed before the meeting can take place. That’s […]Read More >
Long term care insurance can be a difficult sale. There are several reasons for that: The belief that it’s too expensive People think they won’t need it The mistaken belief that Medicaid will pay the bills Assuming that family will take care of them Believing they can self-fund their care Whatever the reason, managing the […]Read More >