A Conversation With Mark Holweger

September 20, 2022 by PE Kelley

There is an age old tenet of marketing that life insurance must necessarily be sold in a top-down setting, with an experienced agent guiding the process from start to finish, to ensure that the client doesn’t deviate from what has always been accepted as a proven way to seal the deal. Moreover, traditionally, it was the agent that had to carry the entire load all along the way: from prospecting to outreach while cold calling through a wall of resistance to finally securing a face to face meeting… and then the hard work began. 

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Originally Posted at Advisor Magazine on September 1, 2022 by PE Kelley.