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Our Consultative Approach


This video presentation, Life Insurance Update: Our Consultative Approach, is designed for CPAs, attorneys and other professional advisers to provide them with information that will be helpful in counseling their clients regarding life insurance issues. John Zimdars gave the presentation to associates of a local advisory firm. It is intended as a Life Insurance tutorial and outlines the consultative approach utilized by The Zimdars Company when interacting with current and potential clients. The following topics are covered:

Chapter 1 – Introduction

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Chapter 2 – Industry Trends & Our Process

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Chapter 3 – Key Life Insurance Questions

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Chapter 4 – Two Basic Types of Life Insurance

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Chapter 5 – Case Study #1

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Chapter 6 – Case Study #2

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Chapter 7 – Characteristics of Life Insurance

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Chapter 8 – Internal Rate of Return of Life Insurance Policies

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Chapter 9 – Financial Ratings of Life Insurance Companies

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Chapter 10 – Business Life Insurance

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