Concept "Technique" Book

With all of the new and exciting technology available to us, we sometimes forget about the basics...this is certainly the case with us. During the late 1980s, we published the Business Needs Analysis through Pictorial Publishers and the concept was immediately successful in helping a large number of producers become more successful in the business insurance market.

The Business Needs Analysis concept was essentially a combination of the VSA's current Business Priority Planning Review and a "technique book." After being reminded of the value of a "technique book," we decided to make one available to you. In essence, a technique book is an organized three-ring binder containing "concept pages" that allow you to quickly and efficiently show your client a given concept. And you will no longer be at the "mercy of your memory" when trying to do so with a yellow pad...not to mention the wrath of the compliance officer for using a yellow pad!

SELECT ONE OR MORE SECTIONS, CLICK SUBMIT AND THEN PRINT YOUR CONCEPT BOOK OR CREATE YOUR CLIENT BUILDING CD:
(If requesting multiple sections or the complete book, be prepared for longer than usual preparation and printing time.)

Personal/Financial Planning:
 
  • Income Protection
  • Education
  • Wealth
  • Retirement
  • Estate
  • Charitable
Business Planning:
 
  • Small Business Ownership
  • Business Continuation
  • Business Protection
  • Executive Benefits
  • Employee Benefits