The Get Savvy Podcast:
Hosts Monica & Troy recently met with our Co-Founder, Peter MacDonald, to chat about business lessons, entrepreneurship, and how Insurtech is helping move the insurance industry move forward.
Getting Past the Premium Podcast: How to Utilize the 4/3/5 Method to Be ProActive and Add Value
Peter MacDonald, joins the Getting Past the Premium Podcast to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method?
With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust?
September 7, 2022
