Solutions for Business Owners

Thank you for the relationship that we have. As you know, our objective is to bring you ideas that help you serve your clients well and grow your business. We are having a Lunch and Learn on Thursday, August 1 at Pappadeaux at Highway 280 and 459.  We will be sharing specific case studies on how we have helped producers who specialize in group insurance find nice sales in the area of asset based long term care, annuities, and life insurance.

We will feature two speakers from Lincoln Financial also.

One speaker will focus on 3 sales ideas on how to sell annuities. The other speaker will share two specific ideas on how to sell life insurance. One broker has already generated over $100,000 in first year revenue off one idea that will be shared at the meeting.  We hope you will join us.  The meeting will be packed with great ideas and good food. If you would like to make a reservation, simply reply to this email. Please feel free to bring a friend

We appreciate this opportunity to serve you!

Andy Martin CLU, ChFC