The Right Combination

In this short primer to prospecting for and marketing to professionals, award-winning General Agents Don Levin and Todd Bothwell reveal the combination to unlocking your future success.

Being able to offer a suite of products and solutions while taking a holistic approach to clients as well as with those strategic partners is only the beginning. The key to success for an insurance planning specialist in the 21st Century is the ability to be in front of as many people as possible. This means sitting not only with your own clients but also those of other insurance, financial, and legal professionals. Within these pages Don and Todd share their secrets for accessing this veritable treasure trove with easy to follow and time tested processes with which to build your individual brand and to live a life of significance while serving the general public.