The customer journey with any advisor only begins with the first signatures of the policy paperwork. In this session, Jonathan Jarvie will showcase how you can leverage cutting-edge technology, particularly Life Design Analysis, in order to reshape every facet of the life insurance journey. From redefining sales strategies to optimizing policy management, cross-selling, and conversion, this session offers a comprehensive exploration of data-driven insights that propel the industry forward.

Together, Jon will talk about how you can:

• Uncover innovative, data-driven strategies that transcend traditional sales approaches.
• Explore seamless integration of technology into the client’s life cycle for enhanced policy management.
• Navigate cross-selling opportunities and conversion techniques to unlock the full potential of each policy.

NO CE Credits

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