We often hear that producers don’t have time to leverage LinkedIn or any social media platform for that matter in their practice. Time spent on social media is inevitably time lost when you could be checking off the to-do list or in front of a client, right?
Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.
As a financial professional who helps your clients manage their money, you’ve probably seen them earn their wealth in all manner of ways. Many likely have successful business or investment ventures, while others may be the beneficiary of a trust fund.
When it comes to life insurance, agents are constantly on the lookout for new markets to tap. From child-free married couples to high net worth young professionals and the growing population of wealthy individuals from countries like Brazil and Russia, it’s essential for insurance agents to be on the lookout for the next great market in need of wealth or retirement planning services.