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1654631205-e645e260281021f2
DFS Marketing
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Overview of Book: 6 Retirement Pitfalls and How to Avoid Them

Thursday, July 21, 2022 · 1:00 p.m.  |  Central Time (US & Canada) (GMT -5:00)

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How Insurance Agents Focused Exclusively on the Best Selling Process Are Producing More.
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Presenter
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Jamie Eisenman
General Manager
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Eric Bruno
National Sales Manager
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Chris Knight
Business Operations Manager
About
"If a client has $1 Million+ saved for retirement, rest assured they have a financial advisor."

This seems logical.

And it is certainly easy to believe.

Rich people are smart, right?

Surely they would solicit the advice of a money manager...

Right?

Yes, rich people are smart. But don't be so certain they automatically have a financial advisor.

Believe it or not, many high-net-worth clients who have amassed a 7 figure retirement nest egg do not have a financial advisor helping them manage it.

What does this mean for the independent insurance agent?

We'll discuss that in this webinar!

Register Now!
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