During this webinar Thomas will share how you can leverage umbrella policies to help establish referral generating relationships with financial advisors and CPAs.
Thomas will also show you how to connect with local financial professionals and show them how important having an umbrella policy can be for their clients (and how it can even help protect the financial advisor from potential litigation).
Who should watch? Anyone who works in the insurance industry, including:
- New insurance agents
- Veteran agents
- Producers and agency team members
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