The Next Step eBook

Finally, a single, easily readable source from soup to nuts telling you why and how to get into advanced markets. Learn in one reading what it would take you years to figure out on your own.

There is definitely an absolute limit on the number of policy applications that can be taken in a given period of time. Once that limit is reached, the only way to increase your income is to sell larger policies…this is, go into advanced markets. 

This book offers a step-by-step approach to graduating to advanced markets. 

Gain an understanding of the three principal areas of advanced marketing Estate Conservation, Business Exit Strategies, and Executive Compensation and the marketing opportunities they present. 

Review a series of short capsule case studies ranging from the simpler to the more complex, enabling you to recognize the specific fact patterns in which these sales opportunities arise. 

Learn how to prospect, prepare, and present proposals in advanced markets. 

Study a broad-based case study, showing you how to pull various advanced marketing concepts and sales opportunities together to deal with your prospects situations in a comprehensive manner. 

Also included are a chapter on how to network and deal with successfully with accountants and lawyers and a chapter on risk awareness to help you understand the problems that can occur to those who are careless or overly aggressive in the marketing efforts.