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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.
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Rodrigo Soley
1
4points to level up
@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
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