Opening New and Sustaining Old Relationships with Life Concepts

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Opening New and Sustaining Old Relationships with Life Concepts Paul M. Pistilli, CFP ®, CLU®, ChFC® Keith A. Miller, MBA, CLU®, ChFC®

Framework for Discussion How and Why to Use Life Concepts Materials E.g. Drip Marketing The Advisor Relationship What I Use on a Regular Basis Positioning Opportunities Booklet This is where I will pass out Topics Piece and discuss imprint I’m looking to make

Most Utilized Presentations From Life Concepts

Most Utilized Presentations General Product Positioning Product Comparison Personal Retirement Plan (LIRP) Life Insurance As An Asset Business Continuation Funding a Buy Sell 3 Ways to Fund a Buy Sell Estate Situations Estate Tax Analyzer 4 Ways to Pay Estate Taxes This is where I will pass out Topics Piece and discuss imprint I’m looking to make

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