“DON’T FORCE THE PIECES THAT DON’T FIT”
➢ FOBS (Fear of Being Sold). No one wants to be sold! People want to be listened to and feel confident that they’ve been understood.
➢ This is especially true with insurance. I suspect that you want an insurance professional who represents you, not a company.
➢ Someone who strives for objectivity and has access to many companies, not just one.
➢ Someone with hundreds of available products and countless underwriting, technical and advanced planning resources.
© 2019 WEALTH RISK MANAGMENT | ALL RIGHTS RESERVED