Term insurance is often our foot in the door with a prospective client.
Once that sale is complete, what's next?
Join us and learn about how to spot opportunities for insurance, and then identify how a term sale can be structured to evolve to suit the changing needs of a client.
We will use several case studies to illustrate sales ideas that will plant the seeds for future sales and discuss cross selling to existing clients.
We will be running two webinars, please let me know which Webinar you would like to attend:
- Tuesday, June 19th at 10:00 AM (PDT)
- Thursday, June 21st at 1:30 PM (PDT)
Please R.S.V.P. to Lane Frey @ lane.frey@bmo.com.
Once your reservation is confirmed, a link to the Webinar will be forwarded to you with instructions.
PLEASE NOTE: This webinar is for 1.0 C.E. credit.
Presenter:
Donna Thorne CHS, EPC, Business Development Director
BMO Life Assurance Company
Donna passionately believes in the importance of insurance benefits. She strives to transfer her knowledge, innovative and practical solutions to insurance professionals, their clients and the general public.
She believes that one of the most important aspects of her role is building relationships and bringing new and creative solutions to her clients’ insurance needs. For this, Donna relies on over 25 years of experience in the insurance industry.
Donna has gained extensive experience by working in both head and field offices. She provides training, advice and marketing support to individual advisors and management teams. Donna is as a presenter for industry and public audiences and has been featured on radio talk shows.
Donna holds the Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC) professional designations.
Donna enjoys spending time with her family, traveling, golf and gardening.