[VIDEO] Conversations that Close Episode 1: Kristine Black from Lincoln
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In our Conversations That Close kickoff episode, Lincoln Life External Wholesaler Kristine Black takes us behind the scenes of a wealth transfer client experience. In this foreign national case focused on estate equalization, Kristine covers:
- The client’s ask
- The implemented strategy
- The product solution
So, refill your coffee, grab your playbook and block off your next 10 minutes.
