Producer Development Series - Class 9: Advanced Sales Techniques for Commercial Lines Agents and Business Continuation Planning


Hour 25 – Improving Sales as a Commercial Lines Agent

Questions, Transitions, Cross Selling
How to Introduce Additional lines of business

Hour 26 – The Effects on a Business at the Death of an Owner or Key Person

Case Study – Problems and Solutions
Financial challenges owners face at this time

Hour 27 – Business Continuation Planning

Buy Sell Agreements – Creating and Financing
Key Person Issues
Bonusing Key Employees with Insurance
Case Study – Problems and Solutions
Leaving a Legacy