Charlie Conron is the Founder and CTO at Life Design Analysis. He shares the story of how he leveraged technology to double his step-father’s life insurance business year over year several times in a row. He talks about how that sparked the idea to build a tool that over 20,000 advisors now use. Listen in to learn what happens when life insurance is more understandable to new clients, and how to improve service and mine opportunities in an existing book of business.
January 28, 2022