Do you struggle for the answer when someone asks, “How much life insurance do I need?” Are you tired of commoditizing yourself by throwing spreadsheets of widely divergent face amounts at your clients? What’s the problem with a rule of thumb? Isn’t your own value proposition at the heart of why your clients come to you in the first place versus simply hopping online? Learn how to not only do proper planning for your client, but demonstrate your value to them by doing so.
I first met Mark Jacobberger a few years ago when my day-to-day business turned up an obscure question regarding the legal components of a life insurance policy. I ran the question by a colleague who told me that I should call Mark, "because he would know the answer, or find it." Truer words never spoken. Not only did Mark research the answer, he impressed me with his sincerity and genuine interest in finding ways to make my practice more profitable. All this before I submitted my first piece of business through the PFN shop. PFN feels small and accessible. It's easy to get to know the crew and everyone puts the broker's needs on the top shelf.