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

3. 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

4. Most Utilized Presentations From Life Concepts

5. 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

6. Questions?