insurance meeting with client. agents suggestion benefits for life insurance protection from financial loss and saving money plan

40s account advisor aged agents attention audit banking benefits brainstorm budget business businessman businesswoman calculate career chart check client collaboration communication company concept conference consulting contingent corporate cost coworker customers digital document doing employee finance financial graph group insurance intern investment laptop leadership life loss management manager marketing meeting middle money office person plan planning pointing professional profit protection report risk room sale saving sitting startup statistics strategy suggestion table teamwork technology together window work