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  1. Position yourself as the trusted advisor, not the product provider. Learn how elite advisors get seen as the person business owners call when planning gets complex.
  2. Get in front of business owners, CPAs and attorneys. Learn how to start the relationships and first conversations that open the door to the large-case marketplace.
  3. Lead advanced planning conversations with confidence. Know what to ask, how to uncover sophisticated planning needs, and how to present a complex case clearly.
  4. You don't have to know everything first. See how joint work and specialists let you pursue larger opportunities without going it alone.
  5. Learn from a practitioner, not a guru. 25+ years in the business, real cases and real lessons. No hype, no shortcuts. Just what works.
John McDonough
John McDonough25+ years in the business

Meet John

John McDonough is a Texas-based advisor with 25+ years in the life insurance and planning business. He started as a salesperson, and he now teaches advisors how to move into the large-case marketplace as the founder of the Elite Case Closer Academy.

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