The mission of this book is to develop your professionalism as a financial advisor who counsels prospects and clients about the need for disability income insurance. We intend to do this by teaching you the eight-step selling/planning process. Each chapter covers one or two steps of the process and/or the skills, techniques, or knowledge that facilitate its use. This will give you both an overview of the whole process and an in-depth look at each step of the process.
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