Creating an Income Stream for Clients
Leawood, KS (PRWEB) October 24, 2010
Brian Ambrose, of Ambrose Financial and Insurance Services, Walnut Creek, CA, recently spoke at the 2010 Learn to Earn Agent Sales Summit in Overland Park, Kansas. This annual insurance industry conference gathers elite agents and advisors from across the nation to discuss trends, changes, best practices and so much more. Ambrose delivered a strategy-specific presentation that will enable insurance and financial service professionals to provide broader options for their clients. Learn to Earn is an annual conference hosted by Creative Marketing and sponsored by over a dozen major annuity and life insurance carriers.
Ambrose focused his presentation on “Creating an Income Stream for Clients” using a simple strategy that assists individuals in their goal to not outlive their assets by using an income rider. He offered specific suggestions on presenting the solution to clients in a clear and understandable manner including an upfront discussion of the features and benefits of the rider. Ambrose, a CPA and Certified Financial Planner (CFP), has assisted clients for over 25 years with asset allocation and risk management decisions designed to protect and preserve their wealth.
Ambrose is a member of Creative Marketing’s exclusive Tailor Made program, which allows him access to a level of support exceeding what the majority of agents/advisors nationwide might receive. He has proven to be a highly productive insurance professional, equipped with the skills and experience to serve consumers’ financial needs. Reach Ambrose by calling him at (925)906-4609 and experience what makes him an inspiring, effective agent first hand.
ABOUT CREATIVE MARKETING
Creative Marketing, a leading national marketing organization for annuity and life insurance, has been assisting financial professionals with building a successful practice since 1984. Providing affiliated agents with hundreds of product options from a variety of carriers, the company delivers superior agent education, advanced marketing training, unprecedented back-office support, and unparalleled industry expertise from a team of talented and knowledgeable employees. Creative Marketing sets an industry standard for its commitment to excellence, ethics in business, its high integrity, and agent-client satisfaction. Centrally located Leawood, Kansas, Creative Marketing is making a difference in the lives of its nationwide affiliated agents and the clients they serve.
To learn more about Creative Marketing visit http://www.CreativeMarketing.net or call 1-800-992-2642.
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11368-2010/10/XX | 17043 2800310