Episode 88: Virtual Planning Goes Permanent with David Wright

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Yes, parts of the country are fortunately beginning to reopen for real life meetings. However, virtual planning will remain an important part of many successful agents’ practices. David Wright, Executive Director of Practice Development at M&O Marketing joins us today. He discusses how he has helped agents jump the virtual divide and how some will use what they learned to remain successful in 2021. Reach David at 248-784-1213 to get the complementary annuity review he mentions.



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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 88: Virtual Planning Goes Permanent with David Wright

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