Client Needs Assessments: Part 5

In this 5-part series we're offering a few questions you can use to identify which type of policy makes the most sense to focus on first, instead of only trying to sell a Medicare Supplement.

Here's a 3 Question approach to write a larger single premium life case.

  1. Do you have any dollars that are set aside primarily for the benefit of your family? (ie., Money that you don’t need access to live on.)
  2. In the last 2 to 3 years, have you made an investment or bought a product that has not performed that way you expected it to?
  3. If there was a way to recover your loss for the benefit of my family, as if you had never made the investment in the first place, would that be of interest to you?

If your client answers yes to at least 1 of the 3, you can now collect information to “do your homework” and find the best single premium life product that fits the situation.

It may be a single life or a survivorship life product.

We have a 3 question letter that you can send to your existing clients. Agents have found it to be successful.

Contact us to get started!

Missed the other parts?


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