Final Expense Training Part 5 of 12

The Personal Commercial

This is where we tell the client a short story or statement about our past that led in to what we are presently doing, with the hopes of helping the client to lower their wall and start to trust us. Instead of doing a warm up I tend to do better at gaining their trust during the presentation.



Building some rapport is important and we want the client to sense that we’re not like the other insurance agents that tried to sell them something. By the time that all is said and done, my objective is to make sure that another agent doesn

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