• Home
  • Registration
  • Appointments
  • Resources
  • Home
  • Registration
  • Appointments
  • Resources
LSPN Direct
  • Home
  • Registration
  • Appointments
  • Resources

Our Blog

Back to Blog

LEARN HOW WE MADE THIS ADVISOR 36K

4/21/2021

 
A financial advisor was working with their client, a business owner. The client was sure that he had a solid structure and overall plan for his business. The advisor called our LSPN attorney to have a joint consultation with the client in the hopes of convincing him to go with them. During the conversation, the client revealed that he had a partner in his business. As the conversation continued, the attorney started asking questions about what would happen should either him or his partner die, get a divorce, or be incapacitated. The client became very interested in finding a solution. The attorney recommended a Business Succession Plan that included a Key-Man life insurance policy. The client was very impressed that the financial advisor was able to bring in a legal resource to help him with a very critical part of his business and signed up with then.
The advisor not only was able to secure a new client but also was able to get the partner involved and got $36,000 from the Key-Man insurance policies.

This is an example of why the LSPN is a partner, rather than a product provider.
​

This is why you want to include the LSPN in all of your client interactions.
0 Comments
Read More



Leave a Reply.

Our Global Reach

United States (50 States)
Mexico
Brazil
Philippines
France 
Great Britain
Honduras
Peru
Colombia
​Dominican Republic

Contact Us

855-335-1060
Terms and Conditions
For Internal Training Purposes Only - Copyright © 2020 -