Sales Tips

When Your Clients Are Business Owners

4/1/2025

A Buy-Sell Agreement funded by life insurance helps business owners plan for unforeseen events, ensuring the business stays secure with immediate cash flow and tax benefits. It’s a valuable solution that builds trust and strengthens client relationships.

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Understanding Your Client

3/1/2025

Adapting to your client's personality helps meet their expectations. Tailoring your approach improves rapport and success.

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Instant Decision Term Saves You Time

2/1/2025

The instant decision application process offers quick, hassle-free coverage, attracting clients who want fast, straightforward insurance without medical exams or underwriting delays. This approach builds trust, boosts client satisfaction, and can lead to referrals, making it a competitive advantage for targeting those with immediate coverage needs.

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Start Them Young

1/1/2025

Encourage parents to consider child life insurance to secure their child’s future, lock in lower premiums, and ensure insurability. Highlighting the benefits strengthens their confidence and your role as a trusted agent.

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Term Laddering for Flexibility

12/1/2024

Term laddering involves buying multiple term life policies with different coverage periods to match changing financial needs. It offers cost efficiency, flexible coverage, and the ability to adjust as circumstances evolve.

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The Power of Referrals

11/1/2024

Create a network of advocates for yourself by leveraging the power of referrals to expand your clientele and establish trust with potential polichyholders. Your current clients are your best source for future business.

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