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How Do I Get an HNI Client for Insurance from Prospect Marketing?

An advisor’s job is not to beat the market; rather his job is to understand and help fulfil his client’s financial goals. This is truer in case of HNIs (high net worth individuals). These investors have already built a substantial wealth. It is now important for them to receive regular income from this wealth and to keep the health & wealth safe for the next generation. Hence, selling HNI insurance requires a slightly different approach.(BBGV1662021)


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