CSI - Complex Sales Initiatives and the Financial Underwriting Challenges of Business Insurance
Jeff Leutert, FALU, FLMI, FLHC, ACDS
David McNamara, JD, CFP, CLU, ChFC, FLMI

 

Have you felt at times as though you need to be a detective to decipher the unique advanced sales and marketing concepts that come across your desk? Our panelists will provide the latest information on these challenging concepts and offer suggestions on the best underwriting practices.