Cross-Selling Health to Your Financial Planning Clients

Cross-Selling Health to Your Financial Planning Clients

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Publish Date:
November 23, 2022
Category:
Financial Careers
Video License
Standard License
Imported From:
Youtube

Many of this financial advisor's clients were falling into a "trap" with health insurance and Medicare. Kelly Zitting decided to serve his clients at the highest level, by tackling this common challenge.

After working with several GA's, he partnered with Compass and is now able to help his clients with a common problem. Compass enables its brokers to be true advisors for their clients.

Timestamps:
0:00 Welcome
0:30 What was Kelly's Career before he joined Compass?
1:33 Kelly's proud of the work he's done at Compass
2:18 Compass makes it easier for Kelly to help his clients
3:30 Kelly tells us how he accomplished his work at Compass
5:09 Ways Compass has supported Kelly

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SCHEDULE a call with Compass to learn more about taking your insurance business to the next level - https://www.appointmentcore.com/app/freeslots/KuZr2F8w3v
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VISIT careerswithcompass.com to find out how we can help you write more business in less time with our technology, marketing, training, support, and compliance solutions.
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JOIN our Insurance Agent Mastermind Group:
https://www.facebook.com/groups/149970843782639
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CONNECT with Arthur and Compass

Facebook: https://www.facebook.com/compassinsurancecareers
LinkedIn: https://www.linkedin.com/in/arthur-barlow-921494b6/
Instagram: https://www.instagram.com/compassinsurancecareers/
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NO INVESTMENT, FINANCIAL, LEGAL OR TAX ADVICE

The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice.

Compass Insurance Advisors is not in the business of providing personal, financial or investment advice and specifically disclaims any liability, loss or risk, which is incurred as a consequence, either directly or indirectly, by the use of any of the information contained in this document. Also, Compass, this document, and any online tools, if any, do NOT provide ANY legal, accounting, securities, investment, tax or other professional services advice and are not intended to be a substitute for meeting with professional advisors. If legal advice or other expert assistance is required, the services of competent, licensed and certified professionals should be sought. In addition, Compass Insurance Advisors does not endorse ANY specific investments, investment strategies, advisors, or financial service firms.

The above summary disclosure is provided as an overview and is not intended to be comprehensive.