MICHAEL
Updated 42 days ago
3070 Bristol Suite 500 Costa Mesa CA 92626
An area that confounds even the professionals in the industry that probably had more to do with the birth of financial planning than any other single group is the life insurance business. Many of the methods that have now been refined into the process of financial planning were spawned as techniques used in the sale of life insurance. The needs approach, the estate planning approach, the educational plan approach, and the retirement planning approach were all separate markets that agents would specialize in, all using a similar version of...