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Surgent’s The Nuts and Bolts of Life Insurance (SSOT416/22)

Event Description

All firms want to become more consultative, to bring value in a marketplace that has become increasingly commodified. This presentation will help you do just that. All clients need life insurance. This nuts and bolts presentation will help you provide valuable insight to your clients in understanding, determining, and providing for their life insurance needs.

Designed For

All practicing CPAs who want to become more valuable to their clients

Prerequisites

None

Instructions

None