Ready to HEAT UP Your Summer Sales?
We’re halfway through 2023…Are your goals halfway achieved? As we head into July, many advisors will slip into their summertime slump, making it an easy time for you to pass them by.
Our BLUE-SKY campaign provides every tool you need to cross-sell income protection:
• The Blue-Sky Financial Plan client handout·
• Six Blue-Sky social post
• An email template for easy outreach
The Summer Cross-Sell Campaign will give you a sales edge over your competition.
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