The National Alliance.
ProgramsPersonal Client Risk Management Understanding Coverage Differences: The Affluent and High Net Worth Client Evaluating and Protecting the Lifestyle Practical Application of Personal Risk Management Winning the Business: The Art of Presentation - Present or Perish
This workshop style, hands-on working session helps you to understand both the broker side and the company side of serving these clients. Successful role play is a part of the course and great way to polish your skills and knowledge.
- Techniques Necessary in Selling to the High Net Worth Client
- Proposal Generation and How to Present to the High Net Worth Client
- The Art of Wealth Management Referral
- Errors & Omissions
- Selling & Role Play