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The Portfolio Series: Portfolio Sales (Part 2 of 5)

Bundling Complimentary or Ancillary Coverage with your clients Medicare product may reduce their financial exposure.  


Portfolio Selling will allow you to offer additional benefits to help with medical costs, pay cash directly to your clients, and provide that mental peace of mind that we all seek.  


Learn how to build a portfolio of product to create a plan for your clients no matter what they have as a core Medicare Product.


Please Note: This session is a part of a 5 part series. Be sure to attend all 5 webinars to get the most out of these sessions!

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CF290 8/2021
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