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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)

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