Page 17 - CU Jan 2020.pdf
P. 17
YOUR GUIDE TO SALES AND FINANCIAL PLANNING
BUILDING YOUR BUSINESS
PAGES 17-24 l INVESTMENT EXECUTIVE l MARCH 2020
Today, specialization means more than identifying a target demographic or profession
Page 18
INSIDE THIS SECTION
TECHNOLOGY
DIGITAL DOTTED LINE
E-signatures can save time and paperwork without compromising security.
PROFILE INSURANCE COACH
20 COMMUNITY SPIRIT 22 MILLENNIALS 23 EXIT STRATEGY 24
Nadine Allen took a $500 bank teller’s course and built a lifelong career in finance.
Young singles may not need life insurance, but many could use disability insurance.
Many older advisors still need to be convinced of the importance of a succession plan.
ISTOCKPHOTO (3)
