Скачать или смотреть The Step by Step Big Case Playbook

Everyone wants to close a big case.
Very few advisors understand what happens AFTER the client says yes—and that’s why deals die.

Big cases aren’t lost because of pricing or carriers.
They’re lost because advisors don’t have a playbook.

In this video, John McDonough breaks down the exact 7-step Big Case Playbook he’s used for over 20 years to close self-funded and premium financed cases ranging from $250,000 to $2 million in annual premium.

You’ll learn:

How to pre-qualify real big-case clients (before wasting time)
The authority-based intro that positions you as selective, not needy
How elite advisors run discovery and diagnosis
How to present self-funded vs premium financed without selling
How to align CPAs, attorneys, and lenders around YOU
Why most big cases die in underwriting—and how to control the process
What post-close management looks like for 15–20 year relationships

This is not about luck or leads.
It’s about process, positioning, and precision.

If you’re ready to stop winging big cases and start running your practice like a private family office…

🔓Unlock the full JMac Method Academy training here → https://elitecasecloser.academy/

Because the difference between a $100K producer and a $1M producer isn’t talent—
It’s systems.

#premiumfinance #lifeinsurancesales #financialadvisors #salestraining #taxfreewealth #entrepreneurfinances #eliteadvisor #wealthstrategy #businessownerplanning #jmacadvice #jmacmethod #JMAC #bigcases #premiumfinancing #underwriting #privatefamilyoffice #eliteadvisortraining #advancedinsuranceplanning #highnetworthclients #hnwplanning #lifeinsuranceunderwriting
#estateplanningstrategies #liquidityplanning #casecloser #advisorprocess
#financialadvisormindset #wealtharchitect #familyofficeadvisory
#leveragedinsurance #bankfinancing #coialignment #milliondollarproducer