I am passionate about helping Advisors to differentiate and strengthen their practices, by harnessing the "gold-mine" of servicing opportunities, and "unlock hidden revenue", inherent within their "in-force" book of insurance business.

  I provide individual coaching and consultancy services in Insurance Excellence for Advisors, and engage with others through numerous speaking engagements that I have created on a variety of insurance and estate planning related strategies and ideas.

  Here are some of my most popular presentations:

• "Future-Proofing Your Practice" - The Untapped Power of In-Force Policy Servicing
  

• UNLOCKING HIDDEN WEALTH - Maximizing Revenue and Differentiation through "In-Force" Policy Servicing

• Partnering with other Professionals to Serve the Protection Needs of your Clients - "A Call to Action"!

• How to Re-Imagine and Define your Client Experience to Elevate your Life Insurance Sales and Increase your Referability
  

• Positioning Insurance Strategies for High Net-Worth Clients

• Using the "Inter-generational Wealth Transfer Planning Toolkit" to Elevate your Client Relationships

• Addressing your Clients' Next Need Using Life Insurance - A personalized Presentation Designed for your Practice/Organization

 How to unlock hidden revenue through servicing your in-force book of business! - click here