Mastering the Art of Cross-Selling Financial Products - Wholesaler Institute
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Mastering the Art of Cross-Selling Financial Products

The Relationship-Centered Business System


Commoditization of products in the financial marketplace has created an incredible opportunity for financial advisors as well as property and casualty agents to cross-sell life insurance, annuities, and mutual funds. The secret to capitalizing on this opportunity is to embrace a more relationship-based business model.


The cross-selling of life insurance, annuities and mutual funds happens easily and effortlessly when a few simple strategies and techniques are employed. Achievement of long- and short-term sales goals can be achieved with practically no investment of resources.


Working as a team with financial product specialists, property and casualty agents are perfectly positioned to create a flow of highly qualified prospects. This cross-selling business system makes it easy to duplicate success again and again.