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TBA's Life Insurance Link Up


May 28, 2024

We’re continuing our Business Solutions Series with Principal's business solutions team - Mark Householder & Tom Bates. After bringing them in to discuss all things Guaranteed Issue Term for Groups, we brought them back to discuss all things Key Person with Zach Gosselin:

  • The biggest mistake financial professionals make in the market
  • How to quantify a key person need
  • The ideal key person prospect
  • Reason to consider permanent life for key person coverage

To access all the business solutions calculators and analysis tools mentioned in the episode, click here.