Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More
Memberships
Asio
12 members • Free
The Real Insurance Group
59 members • Free
Life Engineering
23 members • Free
The 5Ms Wealth Blueprint
47 members • Free
FutureProof
20 members • Free
Legacy Wealth Creators Hub
51 members • Free
Xclusive University
400 members • Free
Insurance School
124 members • Free
6 Figure Insurance Blueprint
97 members • Free
1 contribution to Rich Off Life Insurance
10d •
How do you qualify your clients?
How do you qualify your clients for which product they should have? Let’s discuss!
1 like • 10d
I follow a Discovery process: - Finding their needs. - Discover areas of opportunity (real liabilities). - Learning more about them. (Field underwriting). - Finding real optimal solutions. - Agree together on an action plan. - Close and Apply.
1-1 of 1
@rodrigo-soley-6945
I'm an independent Life, Health, and Annuities Insurance Advisor with the aim of bringing awareness through suitable solutions!
Active 11h ago
Joined Mar 11, 2026
Houston, TX
Powered by