Opening Cases with a Business Valuation and Buy-Sell Review

The goal of this month is to provide you with a turnkey process to incorporate more effective business planning into practice. There are plenty of opportunities out there.
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Long-Term Business Planning

Many business owners never make a plan for how to run the company after a misfortune occurs. Let's fix that with long-term business planning.
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The Basics of Buy-Sell Agreements

Business owners today are either not taking advantage of buy-sell agreements, or worse, they’re not properly funding their current policies. This is likely due to a lack of information on the topic. Have you talked to your clients about how to protect their business? Unfortunately, there are just to...
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FREE Webinar Series: “Grow Your Business with IUL”

Watch these 5 webinars with North American, each with 20 minutes of sales tips and best practices, so you can start selling IUL now!

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