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• A sophisticated tool and a simplified model that clarifies the complicated process of matching client and product selection • A process that engages the client with issues important to them today • An interview process that allows the client to ask a question, and the agent can offer the very best answer by accessing 1,000 pages of coaching files: their Instant Expert • It integrates lifestyle, economic, demographic and business variables within four market segments that impact the consumer decision making process |
The financial needs analysis is just math–which is the predecessor to old fashioned policy pedaling–which is no longer tolerated in the industry! Financial Services Commission Ontario (FSCO) demands more of the advisor today. Put the consumer first–not behind the head office, share holders, management and the distribution offices. Insure that you are leading the pack! Download our demo to find out for yourself. |
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