Winning over the reluctant prospect
The key is to make sure your clients understand what the policy is about, and why you’re recommending it.
Brian Walsh, CLU, ChFC, RFC, is the co-founder of Walsh & Nicholson Financial Group and has more than 29 years of experience in financial services. Brian is a 28-year MDRT member with nine Top of the Table qualifications. He may be contacted at [email protected].
