OK...I'm not talking about the AC/DC song of 1976, although the ones I'm talking about are done by dirt cheap agents. That's a hellava cool song, BTW.
Now...let me back up. Whenever I deliver a policy I always go over things for the client to be aware of if they ever let another agent review their policy without my permission. I'll list a couple I use for starters and feel free to add to this list.
1) Beating the rate by telling your client they can get 20K to match my 20K but in actuality it is 10K plus 10K AD.
2) Going to the non-forfeiture page and putting their finger on the cash
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Now...let me back up. Whenever I deliver a policy I always go over things for the client to be aware of if they ever let another agent review their policy without my permission. I'll list a couple I use for starters and feel free to add to this list.
1) Beating the rate by telling your client they can get 20K to match my 20K but in actuality it is 10K plus 10K AD.
2) Going to the non-forfeiture page and putting their finger on the cash
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