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)
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.