I recently had a couple of agents that wanted to know how to ask the client about their Social Security deposit/their banking, without being too intrusive. There is nothing worse than pricing a client out and doing a POS interview, only to find out that they don't even have an income, or that they only use Direct Express.
This is how I find this information out, without any hesitation from the prospect, while building rapport at the same time.
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This is how I find this information out, without any hesitation from the prospect, while building rapport at the same time.
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