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How You Can Successfully Partner with Wealth Advisors
Join our May webinar and learn how Rod Crandall, Chief Integration Officer at USAdvisors Insurance, has built a successful extended care planning practice by partnering with wealth advisors and their clients. He has partnered with over 200 advisors in the past 17 years and is eager to share his formula for successful partnerships.

You will learn how to,
- Help advisors see how to successfully integrate appropriate, insurance-based planning into their practices, whether within a traditional financial plan, estate plan, or business succession plan.
- Develop high trust relationships (that are so important to this process)
- Help wealth advisor’s see and appreciate the opportunity to add another revenue stream to their practice without incurring additional overhead
- Reduce, if not avoid, cold calling, chasing clients or being shopped
- Spend more time talking with clients rather than trying to reach clients

May 25, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Rod Crandall
Rod has a thorough understanding of effectively collaborating with other professionals and centers of influence to serve clients better. He believes our best clients have multiple needs and they should not be addressed in a vacuum. Clients and advisors work with Rod because he follows the “platinum rule” in everything he does - "To the extent I can understand and meet your needs, mine will be fulfilled." Rod began his career in 2000 running his own financial services private practice with a mutual life insurance company. He started working with financial advisors and their clients in May of 2005.