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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 […]

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