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Working Your Existing Book Of Business

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, are joined by none other than one of the original founders of Equis Financial, your Executive VP of Sales Development, Bill Martin OG, and National Marketing Director and Platinum Elite Producer, Lori Martin! These two industry veterans share how to set appointments without leads by utilizing one of your most treasured resources… your own existing book of business!


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