Commoditization of products in the financial marketplace has created an incredible opportunity for property and casualty agents to cross-sell life insurance, annuities, and mutual funds. The secret to capitalizing on this opportunity is to embrace a more relationship-based business model.

The cross-selling of life insurance, annuities and mutual funds happens easily and effortlessly when a few simple strategies and techniques are employed. Achievement of long- and short-term sales goals can be achieved with practically no investment of resources.

Working as a team with financial product specialists, property and casualty agents are perfectly positioned to create a flow of highly qualified prospects. This cross-selling business system makes it easy to duplicate success again and again.

Your presenter is Paul Karasik, a Million Dollar Round Table presenter and author of eight books including 22 Keys to Sales Success: How to Make It Big in Financial Services, co-authored by Jim Benson, and published by Bloomberg Press. Paul specializes in providing financial advisors with clear step-by-step plans for growing new business opportunities.

This program is a dynamic learning experience: each participant takes an active role. The atmosphere is motivational; the content is concise and achievement-driven. Participants will:

  • Create more sales of life insurance, annuities, and mutual funds
  • Increase the profitability of every relationship
  • Provide more value to both new and existing clients
  • Improve client retention exponentially
  • Position themselves as relationship-centered professionals
  • Increase professional satisfaction