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Ong recommends taking a picture of clients when they sign the application for a policy to emphasize the importance of their decision and remind them of that if later on they no longer want to pay. Presented at the 2017 Annual Meeting.
Business partners Gaunya and Borislow, the 2012 MDRT President, quadrupled the size of their practice. Find out how these multiple Top of the Table qualifiers worked together for 12 years and built one of the largest privately held employee benefits agencies in their area.