Calling an existing client to offer a life insurance review is pretty daunting.
Whether it's concerns about rejection, coming off as pushy, or even damaging the client relationship, there are many things that can get in the way of offering this valuable (and profitable) service.
To make matters more challenging, there is little on the web that gives actionable advice on how to communicate your offering and motivate the client to action. And while many professionals advocate the service, few have actually had any success at it.
This thread is designed to be a resource for agents
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Whether it's concerns about rejection, coming off as pushy, or even damaging the client relationship, there are many things that can get in the way of offering this valuable (and profitable) service.
To make matters more challenging, there is little on the web that gives actionable advice on how to communicate your offering and motivate the client to action. And while many professionals advocate the service, few have actually had any success at it.
This thread is designed to be a resource for agents
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