Feb 10, 2022
Zach Gosselin, Vice President, and Morgan sit down to discuss the solutions that exist for business owner clients, what questions you should be asking as an advisor, and the resources available to make sure you're providing the best solutions for your clients. This episode is a look inside The Advisor's Life Insurance Playbook, and what type of information and resources will be included. Download your copy here: https://www.tba.com/playbook/
All resources mentioned in this episode can be found in the Business Owner target market pages of the Playbook. For custom marketing pieces contact Morgan - firstname.lastname@example.org.