In this session, the participant will acquire approach language and client interactive skills to help take their practice to the next level. They will also learn numerous ideas and concepts to apply on client situations to open new strategic conversations with the clients and prospects. They will also be able to better understand, from the client’s perspective, methods of having improved client interactions.

With over five decades of experience in financial services, John Wheeler is a respected advisor, educator, and industry leader. As Agency Executive Senior Partner at Totus Wealth Management and a registered principal with Cetera Advisors LLC, he supports clients and colleagues through advanced planning, joint work, and professional development. A nationally recognized speaker and faculty member for the College for Financial Planning, John has taught CFP® and CRPC® certification programs since 1985. He has held numerous leadership roles within NAIFA and the financial community, and continues to be a passionate advocate for ethical planning, advisor education, and civic engagement.

• Why Life Insurance?

• Specific Sales Ideas

• Provisions of Life Insurance

• You will be better versed on Life Insurance.  You will know exactly what the best thing is and how to go about accomplishing the goals that all of your customers have

Van Mueller was awarded the Milwaukee NAIFA Distinguished Service Award for 2003. And in 2010 Van was the proud recipient of the A. Jack Nussbaum Distinguished Service Award for NAIFA – Wisconsin. He has also qualified for the National Sales Achievement Award, the National Quality Award, the Health Insurance Quality Award, and has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van was selected by Senior Market Advisor Magazine as the 2010 Advisor of the Year.