16d • General discussion
The Real Value of Life Insurance Is in Understanding Clients, Not Just Products
Too often, new agents focus on selling the product first. The agents who consistently succeed are the ones who start with the client’s goals. When you understand what matters most to a family, income protection, retirement planning, legacy creation, life insurance becomes a tool to solve real problems, not just a policy to check off a quota. Understanding these motivations also makes writing profitable policies and IUL planning more natural.
💬 How do you uncover the most important financial goals for your clients before recommending a product?
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The Real Value of Life Insurance Is in Understanding Clients, Not Just Products
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