How to Master Benefit Restoration Planning

February 2023  |  26 minutes
How-To-Master-Beneft-Restoration-Planning-Advanced-Life-Insurance_cover
This webinar is for financial professionals only.

If that's you, please click the button to continue.

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.

Jack-Leavy-Principal-Advanced-Planning
Featured Speaker

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.