Cannon Financial Institute

Insurance Issues Workshop

This program is focused on understanding the client issues around preserving and protecting wealth using one of the most important financial strategy products – insurance.

Not widely understood by Brokers, the insurance issues component comprehensively addresses the client's wealth management issues and results in opportunities for multiple sales which makes this program an immediate sales generator. 

You and your team will learn to raise the client’s awareness about insurance issues and how to address them not as the expert, but as the owner of the client’s issues to find appropriate solutions including the use of insurance experts when necessary.

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