Quick Tips and Techniques to Effectively Build Your Book of Business

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Are you an Insurance Producer?
Are you securities licensed?

Book of Business


On December 12th at 1 PM ETDon Runge, the Lead Guru, will take you through how to…

Build Your Book of Business

  • Transition your focus to relationship building.
  • Make mental shift – Think like you own your own business.

Activate Your Book of Business

  • Use a process to cultivate your policy holder’s relationship.
  • Know your key event contact opportunities.

Retire with Your Book of Business  

  • Generate 50-60% of all your business from policyholders & clients.
  • Generate 30-40% of your book of business from sponsorships.

Complete the form to register now!