"Tell me about your most successful entrepreneur or executive client?" That is how Ted Tafaro, Founder & Partner of Exceptional Risks Advisors, frames a conversation when meeting with a new advisor for the first time. In a short video, Ted Tafaro talks with Sean McNiff about who makes up our client based, how advisors we work with succeed in the excess lines market, and a simple way to capitalize on that low hanging fruit for a prosperous 2021.
If you are an advance life insurance practitioner, employee/executive benefits advisor, or disability specialist, check out the full video/interview below:
Happy 2021 Goal Planning!
Enjoy our top 3 most popular blog posts from 2020 to help you get inspired for the upcoming year!:
1. The 3 Layers of the Guaranteed Standard Issue Pyramid
2. Where Highly Compensated Individuals Go for Personal Income Protection
3. What is Key Person Disability Insurance & Who Needs It?