Bankers Can Be Your Best Resource for Referrals

We all know that developing centers of influence, or COI’s, is a great way to grow your business. COI’s like attorneys, CPAs, and HR directors can lead to years and years of referrals for your business. Attorneys, accountants, and HR execs. are all great centers of influence, but you may have missed one — bankers. Why bankers? Well occasionally an insurance policy is so unique that they actually become a marketing opportunity for your business. As an example, Guardian Life has a disability insurance policy designed to specifically cover a payment agreed between two parties. If you are working with a young physician, or attorney, or shop owner, etc., who is purchasing a business from a retiring owner using a 10 year note for example, who might be interested in the new owner’s health a

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