Recently on LinkedIn, a successful agent I know answered a newer agent's question on how to grow her business. I was impressed with his response to the inquiry:
You have sat down with your client and gathered enough information to determine what insurance company and product fits their needs. They have agreed upon all of this and they've signed an application.
You have done great up to this point. Even though the sale is not yet complete, it’s out of your hands, right?
Well, not exactly.
When a client or prospect is ready to retire, they’ll need access to his or her assets to fulfill their income needs. Flexibility is critical during this time. Having a diversified portfolio of investments which they can use is essential for retirement income strategies. It also is important to find out how much income they actually need.
Here are several more...
When considering the right life insurance products for your clients, there are a variety of options available that offer a range of features. I've recognized that there's a common misunderstanding over these different product options. Because of this, I have created an outline of the various features of three insurance products to help financial professionals in...