Shane E. Westhoelter, AEP, CLU

Focus Sessions

Shane E. Westhoelter, AEP, CLU, is a nine-year MDRT member with three Court of the Table and five Top of the Table qualifications who runs a national firm with more than 200 offices. A past board member of organizations like NAIFA, the National Association of Estate Planners and Councils and the Society of Financial Service Professionals, Westhoelter works with NFL alumni and active players, as well as families who live on Main Street.

Dignity Planning: How to Have Clients Call You

Language: English

Stop selling insurance and financial services, and start providing dignity to clients and see your sales skyrocket. Westhoelter has grown his practice to the point where people call him to ask how they can become clients. In this session, learn how to change your marketing so prospects will do the same for you. Westhoelter shares universal ideas about the way he markets, the words he uses and the presentations he gives.