Perfect Portfolio Intro

Hi, and welcome to Knight School! I’m Jarred Wagner, and in this module, we’ll cover how to create the perfect portfolio.

Each lesson in this module will review the importance of building a strong, diverse portfolio.

We will cover Senior Health products, as well as non-health products which provide cross-selling opportunities to provide your clients with coverage that will fit all their needs.

Once you have completed this module you will know how to develop your portfolio to prevent any clients from slipping away! so this doesn’t happen to you!

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