Alexey Gladilin
Joseph, good afternoon!
Emotions have subsided after completing the course, you can give an objective assessment))
Thank you for the logical and systematic presentation. Starting from terminology and up to the application of CS in life and business.
A three-legged stool (Savings-Investments-Insurance) is a very wonderful model of financial planning. I will apply.
Undoubtedly, you have opened for us new facets of the use of insurance in financial planning.
Special thanks for the opportunity to participate in the LPG conference and the opportunity to hear the world's coolest speakers in the field of insurance and financial planning.
Thank you for generously sharing your experience and knowledge!
Svetlana Cherkasova
Joseph, good afternoon!
I agree with Alexey - your course has conquered with its logic and capacity.
Insurance has started to play with new colors for me.
It made sense in my picture of the world :)
And, of course, invaluable examples of their logical place for insurance in personal financial planning.
Olga Kachanova
Joseph, thank you for sharing your knowledge and experience. It was very informative, I will be glad to learn from you again!
Evgeny Perestoronin
Joseph and Anna, many thanks for the training.
Not only did they reveal all that variety of programs, but they also showed practical application for different tasks and situations.
Previously, I had a one-sided attitude to insurance, but it turns out there are many times more ways to use it.
I am very glad that I went to study with you.
Elena Churakova
Joseph, many thanks to you for your professionalism, as well as for very accessible presentation of the material! I have also learned the importance of proper financial planning for myself, you have so clearly outlined the basics of competent planning, laid out all your places on the shelves, in which insurance plays a significant role! Thank you for highlighting all possible facets! I will be happy to develop in this direction and lead to the welfare of our dear customers
Elena Samoylenko
I would like to express my sincere gratitude to Joseph Lazerson for the insurance course and Anna Vorobyova for the organization.
This course gave me the main thing - an understanding of the basics of financial planning. How to act in the interests of the Client, how to listen and hear, how to ask questions correctly.
Insurance has acquired a completely new meaning and scale for me.
I can't wait to pass on my knowledge and help people solve really important financial problems.
Stas Metashev
I'm very grateful, Joseph. I am glad, I am new to financial consulting and have expanded my knowledge of insurance
in terms of solving customer problems.
Sergey Astafyev
The training has ended, but the impressions remain and I want to share them.
This course made me look at insurance in a completely different way. From absolutely different points of view.
It turns out that the opportunities offered by Western companies are much broader than the offers presented on the Russian market.
The most important thing is that we can work individually for any request and satisfy completely different needs.
This is the preservation of business (if a partner wants to retire or simply can no longer run it), and eco-friendly - without conflicts. showdowns, lawsuits - the transfer of inheritance, and, of course, the creation of a much-loved passive income. And this is not a complete list of the opportunities offered by insurance.
Artem Kats
Joseph, thank you for the course!
Your course helps to understand how many tasks can be covered by insurance. Moreover, many of them are only insurance and can close effectively.
It also became clear that wealthy people are seriously concerned about such issues, and you can safely approach them with these solutions. Thanks!