Mastering Life Settlements
with LotusGroup
In this LotusGroup training, participants will learn how to clearly and professionally present the Life Settlements product. The session will guide agents through the process of identifying and qualifying the right prospects, understanding the benefits of this option for clients, and applying effective techniques to successfully close transactions.
The goal is for agents to expand their portfolio of financial solutions, master the key steps in selling life insurance policies on the secondary market, and provide transparent, reliable advice that delivers value both to clients and the company.
Format
In-Person & Virtual
Date
September 2nd
2:00pm EST
Language
Español
Translated captions available
Level
Basic
Meet the instructor
—
Orestes Espinal
Life Insurance
With over 8 years of experience in the insurance industry, Orestes Espinel brings a wealth of knowledge and expertise to his role as an insurance agent, a general agent and instructor. Having worked as both an agent and a manager in various agencies, Orestes has a comprehensive understanding of the industry from multiple perspectives. His extensive background encompasses various aspects of insurance, including risk management, policy analysis, and customer relations. Orestes is dedicated to providing insightful and practical instruction, helping students navigate the complexities of the insurance field with confidence and competence
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