Deepak shows transparency and details. 75 Meetings, 26 Clients, 32 Polices in less than 4 months !!!

NAME: Ed and Amy               

ROLE: Financial Advisor (Medical & Life Insurance)

LOCATION: USA

LEVEL: Experienced Advisors (Family owned practice)

 

DESCRIPTION: Ed and Amy specializes in Health and Life insurance and has a family practice . Before joining the program, they were looking to take their practice virtual and help more clients and scale their practice. Since joining the program, they have booked 75 Meetings, signed 26 Clients and wrote 32 policies in less than 4 months. Now they want to take 90% of their practice virtual and even hiring support staff.


OFFICES

CANADA

4 Gladeview Court,

Brampton, ON, L6Y5X4

Ph: 416 400 2754

 

USA

2100 Sanders Road,

Northbrook, IL, 60062-6141

Ph: 847 450 0481

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