How to Master Benefit Restoration Planning
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This is a webinar for people who want to implement restoration planning with business-owner clients.
We're bringing in our partner from Principal to have a discussion about the best ways to:
- Target the right clients for a discussion
- Position an opportunity and proposal
- Collect all the necessary information
- Avoid common sale killers
Attendees should have a general knowledge of how restoration planning can benefit small- to medium-sized owners and retain top employees. If that's you, sign up for this 201-level session and you'll walk away with the information you need to offer this important solution.
Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.
Jack has spent his career helping business owners strengthen their retirement. Through advanced life insurance planning strategies, Jack guides advisors to find new opportunities using a variety of business market solutions.