Anyone here have a good needs analysis sheet to help pivot from a Medicare Supplement sales to final expense (or other dental/vision/cancer/hospital indemnity plans)?
Anyone have any good transitional phrases, after a Medigap appointment (if they don't buy)?
Up until now I haven't really tried to cross-sell someone that didn't take a medicare supplement app due to; early shopping before IEP, having an MA plan, or not sure what they sent away the card to begin with and I would like to leverage my time while I am there on the appointment.
Appreciate any contributions!
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Anyone have any good transitional phrases, after a Medigap appointment (if they don't buy)?
Up until now I haven't really tried to cross-sell someone that didn't take a medicare supplement app due to; early shopping before IEP, having an MA plan, or not sure what they sent away the card to begin with and I would like to leverage my time while I am there on the appointment.
Appreciate any contributions!
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