Help Clients with Multiple Insurance Needs

Many clients have multiple insurance needs that you can help them with. For instance, you may have a client that owns a business and would like to offer life insurance policies to their employees as a retention tool or as a thank you. Managing multiple policies can sound like extra work to an already busy business owner. How can you help?

Use this case study to explain how one small business owner efficiently managed multiple policies he offered to his employees. He also bought protection for his family using some of the same money and time saving tools.