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Life Insurance Spreadsheets Don't Tell the Whole Story! (VIDEO)

Carriers are under pressure to be creative and competitive. Some of the changes they make, as a result, can really disrupt your business.

Price-based purchase decisions, for example, are not always the best choice for your client. In this way, spreadsheets don’t always give the complete picture.

Before you offer another quote to a client, be sure you get the whole story and then offer them the best quote possible.

This video will show you how to use spreadsheets the right way.

 

 

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