National Association of Insurance and Financial Advisors

Selling Large Insurance Policies to the High Net Worth

MDRT Big Ideas: Selling Large Insurance Policies to the High Net Worth - Is It Just Adding a Few Zeros?
NAIFA 2014 Career Conference and Annual Meeting
September 2014

Dale Martin, CLU, ChFC, 14-time Top of the Table qualifier shares strategies he uses to sell insurance to the wealthy. Dale's biggest sale ever was a $2.1 million annual premium with an $85 million death benefit. Let Dale help you add some zeros to your sales figures.