Description

How would you like to work with us in a market where the average premium is $5,000 per case, where people are pleased to meet with you and are grateful for your help? How would you like to have clients where there are virtually no lapses? How would you like to work with people who are glad to give you referrals?

Our Pension Options Client Booklet will walk you through the necessary steps, as an advisor, of understanding how to open and close a case. It’s a wonderful leave-behind for your client, or an introduction to Pension Option Planning for a potential new client.