Life Insurance is Personal

Strategies to Protect Client Relationships Beyond the Initial Transaction

What You'll Learn

Life insurance is a relationship-driven business. And the most important relationships to foster are the ones with your current clients – the people who have trusted you to help them attain their financial goals and objectives for their family. The nature of that relationship requires ongoing communication and work to ensure the best possible outcomes for your clients.

Caring for your clients’ needs after the sale doesn’t just keep your policyowners happy. Providing that level of service has ripple effects that elevate your business in other ways.

Join us to learn how Mike Pepe used Proformex to differentiate himself with value-added servicing that helped him:

  • Nurture his relationships with his current clients
  • Attract new clients, especially through referrals from his happy policyowners
  • Grow his practice as a result

Watch Now

Live Webinar Recording Available On-Demand

Who's Speaking?

Kelly Lytle
VP, Sales
Mike Pepe
Mike Pepe