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Joshua S. Bernard, QFA
Joshua S. Bernard, QFA
Jan 27, 2023

Selling life insurance? Motivating questions for businesses and families

You’ll close more with these questions from MDRT member Josh Bernard, of Grand Cayman Island, BWI. He shares questions you can ask clients and prospects to identify gaps in their financial planning in their business and for their families.
Retirement planningFact-findingInsurance solutions
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Author(s):

Joshua S. Bernard, QFA

Joshua S. Bernard, QFA

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