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Selling due diligence can be a market strategy. The analytic procedures for measuring the value of a policy for a prudent investor are sorely lacking in the marketplace. That in itself could be a significant opportunity for an advisor. Partnering with a firm that supports policy analysis can add dramatic value to your practice. Nationally recognized product due diligence expert Barry Flagg, CFP, CLU, ChFC, is interviewed on "Let's Get Down to Business."
Understanding mortality mechanics to improve your practice | Product Due Diligence - YouTube
Understanding mortality mechanics to improve your practice | Product Due Diligence - YouTube