Working on high net-worth life insurance cases creates added complexity while demanding increasingly advanced planning. So how can you access advanced estate and tax planning expertise coupled with a deep understanding of life insurance and its custom application – all to help you reduce the overall complexity of large case sales?
Watch this video to find out.
If you are working with a high net-worth client or business owner who requires significant technical or sales support then contact your local PPI office who will connect you with PPI Advisory’s team of experts.