This past week I attended a 1-½ day TheSolomonSchool. You probably know or have heard of Joel Solomon, ChFC from the many insurance and financial services industry functions he has spoken at but he also offers TheSolomonSchool to tenured financial professionals for those of us who are successful but want to take our practices to another level.
In addition to focusing on fine tuning and improving referred lead techniques (which we can all benefit from), Joel has developed some concepts and related software programs that help to position life insurance in the low and moderate asset classes of our higher income and high net worth clients as a tool to help manage financial risk in volatile markets. This may be of particular interest to those who subscribe to the advance and protect strategy.
For me personally, attending TheSolomonSchool has given me some invaluable tools and techniques that will enhance what I am using in my advisory practice. For that reason I highly recommend that you learn more about his school and his other programs as they would no doubt be a significant value added benefit that to my knowledge is not particularly being addressed at this time.