An edition of Techniques for meeting client needs (2004)

Techniques for meeting client needs

4th ed.

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Techniques for meeting client needs
Glenn E. Stevick
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Last edited by tmanarl
November 20, 2022 | History
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An edition of Techniques for meeting client needs (2004)

Techniques for meeting client needs

4th ed.

by

  • 0 Ratings
  • 1 Want to read
  • 0 Currently reading
  • 0 Have read

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Publish Date
Publisher
American College Press
Language
English

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Subjects
Financial planners, Life Insurance, Selling, Life insurance

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Edition Availability
Cover of: Techniques for meeting client needs
Techniques for meeting client needs
2013, American College Press
in English - 4th ed.
  • Not in Library
Libraries near you: WorldCat
Cover of: Techniques for meeting client needs
Techniques for meeting client needs
2004, American College Press
in English
Libraries near you: WorldCat
Cover of: Techniques for Meeting Client Needs
Techniques for Meeting Client Needs
2004, The American College
Paperback
Libraries near you: WorldCat

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Book Details

Table of Contents

Insurance: the foundation of financial security
The selling/planning process in financial services
Meet the prospect
Gather information and establish goals
Analyze the information
Develop and present the plan
Implement the plan
Delivering the life insurance contract.

Edition Notes

Study Material for Financial Advisor Series

Published in
Bryn Mawr, PA
Series
Financial advisor series. Sales skills techniques, Financial advisor series

Classifications

Library of Congress
HG8876 .S754 2013

The Physical Object

Pagination
xxi, 1 v. (various pagings)

ID Numbers

Open Library
OL31013986M
ISBN 10
1582931283
ISBN 13
9781582931289
LCCN
2013945352
OCLC/WorldCat
859258242

Source records

Library of Congress MARC record

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History

Download catalog record: RDF / JSON
November 20, 2022 Edited by tmanarl merge authors
November 18, 2022 Edited by tmanarl merge authors
December 8, 2020 Edited by MARC Bot import existing book
December 4, 2010 Edited by Open Library Bot Added subjects from MARC records.
December 11, 2009 Created by WorkBot add works page