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 appreciate PFN's attention to my needs as a broker. Almost every time I talk with Mark Jacobberger, he gives me an idea that makes me money. PFN makes it easy to want to do business with them. I am looking forward to PFN's new website. I am sure that it will improve my ability to get the necessary work done in a quick and efficient manner.