Sales Ideas

It is hard to sell without a story. Read more to learn about concept sales from United of Omaha.  Read More

IRA Legacy Plan. Click on the read more button to see an idea of how you can create a financial legacy.  Read More

Looking to capitalize on an underserved market share? See the attached for details.  Read More

Need help calculating the Amount of Insurance or  Retirement Needs for your clients? What about Business Valuation calculations?  Read More

Interested in holding client workshops? This can be an excellent opportunity to establish your credibility and visibility in the community.  Read More

Generate Sales with Informal Business Valuations and Buy-Sell Reviews