How do you determine what product to give your clients?

When I coach my agents, I always do roll call What’s your initial conversation like when determining what’s the best product for your client!

This is important to really understand your clients needs, rather than focusing on the check.

Some basic questions to ask!

What’s your total debt? This is important so you make sure they have enough coverage to cover their expenses

Medical questions, go deep! High blood pressure, diabetes? Heart issues, asthma.

Age

Smoker

Are they Intersted in cash growth, or just enough to cover their funeral, or just interested in a death benefit alone.

Any other questions you would like to add put in comment section.

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