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BizReport : White Papers : Finance
Seeing More Prospects, Writing Higher Target Premiums in 2017
This executive briefing outlines untapped growth plays in three segments of the life insurance and financial planning space:
One: agents / brokers focused on COLI and other business lines life insurance clients
Two: BGAs / FMOs less than $5 million in target premiums and independent insurance wholesalers
Three: accountants and tax preparers seeking to grow business via what AICPA classifies as PFP (personal financial planning)
Click here to request your free White Paper!
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