• Product Reviews
  • News & Editorials
  • Industry Commentary
  • Product Analytics
  • IUL Benchmark Index
  • Podcast
  • Forum
  • About TLPR
  • Contact
LOGIN Join Now
  • Product Reviews
  • News & Editorials
  • Industry Commentary
  • Product Analytics
  • IUL Benchmark Index
  • TLPR Podcast
Case Design Sales Practices#63 | Managing a Shadow Account Conversation
Case Design Sales Practices

#63 | Managing a Shadow Account Conversation

By Bobby Samuelson December 12, 2013October 20, 2020

A year or so ago, I worked on a case with a producer on an extremely successful financier with three degrees from Harvard, one of which was a JD. All went well and the producer placed a large Guaranteed SUL product. A week or so later, the client called and demanded an explanation as to […]

TO READ FULL STORY
JOIN SIGN IN
Login

Recent Articles

black blue and red graph illustration
Sales Practices
#378 | Whole Life as a Fixed Income Alternative – Part 1
sign pen business document
Engineered Indices
#377 | Mid-Year Engineered Index Observations – Part 3
man jumping over red rod
Engineered Indices
#376 | Mid-Year Engineered Index Observations – Part 2
aerospace engineering exploration launch
Product Analytics
#375 | Engineered Indices & FIA
abstract accuracy accurate aim
Product Analytics
#374 | The Missed UL Opportunity
Categories
Archives
  • About TLPR
  • Contact
  • IUL Benchmark Index
Copyright © 2020 Indaba Solutions, LLC. All Rights Reserved.
All original content on these pages is fingerprinted and certified by Digiprove