Quick Class: Qualify Assets as Now, Later or Never

Life insurance left untouched may no longer be meeting your clients’ needs. Position yourself as an important resource and put a periodic client review practice in place today.

In this presentation we will discuss:

– Understand Legacy Builder using Now, Later and Never Assets

– Define what Now, Later and Never Assets are

– Learn how to conduct a client review

– Uncover new sales from your existing business

– Get illustration software tips to help build a compelling case