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Annual Life Review PT1

Writer's picture: Coach P ConsultingCoach P Consulting

Updated: Apr 8, 2024

In this recording, Coach P delves into the art of setting up annual review appointments and getting customers into the office. Once there, he covers strategies for reviewing stairs and buckets, and other effective methods. Tune in for valuable insights on optimizing the annual review process!


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Clint Simpson

"Last month we did 28 life and 6 disability. By far our best premium month we've ever had. The team is loving the program, and are hooked and looking forward to many  more eye opening training sessions."

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