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Tread Lightly: Life Insurance Guide for the Affluent Client
Paperback
ISBN13: 9781496171672
Publisher: Createspace
Published: Jul 1 2014
Pages: 108
Weight: 0.37
Height: 0.26 Width: 5.98 Depth: 9.02
Language: English
TREAD LIGHTLY strives to protect your interests by providing the guides, checklists and background information that every consumer and client advocate must know to both successfully purchase and maintain a complex life insurance portfolio.
Our message is simple: there is no one-size-fits-all approach to life insurance, and the key to success is consumer education.
TREAD LIGHTLY is not just a life insurance guide for the affluent client, but also a resource for any buyer or client advocate involved in the purchase or maintenance of large insurance policies. If you are a licensed life insurance advisor, we believe that TREAD LIGHTLY is a unique way to communicate with your clients while showing them that you are committed to providing industry leading service and explanation. Other professionals who will benefit from TREAD LIGHTLY include: estate planning attorneys, business lawyers, CPAs, trust offices, members and employees of family offices, insurance agents and anyone else acting in a fiduciary capacity regarding life insurance.
To protect your financial future and achieve our definition of policy success, read TREAD LIGHTLY today.
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