Techniques for meeting client needs
By: Glenn E. Stevick, Jr
Edition: 4th ed.
Series: Financial advisor series. Sales skills techniques; Financial advisor series
Publisher: American College Press
Published: 2013
Place of publication: Bryn Mawr, PA
Language: eng
ISBN-13: 9781582931289
Subjects: Selling; Life insurance; Financial planners
Notes: Study Material for Financial Advisor Series
Table of contents: title: Insurance: the foundation of financial security; title: The selling/planning process in financial services; title: Meet  the prospect; title: Gather information and establish goals; title: Analyze the information; title: Develop and present the plan; title: Implement the plan; title: Delivering the life insurance contract.