Join Gómez as he shares his four-step strategy for conducting successful annual insurance policy reviews with clients. This approach will help you maintain contact with clients, update their information, generate new sales opportunities and obtain referrals.
Douglas Enrique Gómez, AFP, LUTCF, has more than 25 years of experience in the insurance profession. Throughout his career, he has held executive positions in well-known insurance companies, where he received several awards for his outstanding performance. Gómez is also a facilitator for LIMRA and LUTC courses, a trainer in the insurance field and the founder of the brokerage firm Seguros Infinity.
