by wsteffenauer | Mar 1, 2023 | Article
Doing it right builds trust and pays off! A health insurance agency asked us to contact a client whose mother wanted life insurance coverage. Our agent contacted him and discussed his mom’s desire for a small policy to pay off some loans and cover her final...
by wsteffenauer | Mar 1, 2023 | Article
Asking the right questions makes all the difference! I received a lead for a young couple looking for a self-determined amount of term life insurance. It would have been easy to simply provide a quote and take the order. However, by using an advisor...
by wsteffenauer | Mar 1, 2023 | Article
Ignore your clients life insurance needs at your peril We had been encouraging an agency to use the Your Life Department service for some time with no success. This agency had a few life-licensed agents, but no one had sold more than a handful of life policies over...
by wsteffenauer | Mar 1, 2023 | Article
Speaking the right language is vitally important We received a lead for a primarily Spanish-speaking family and assigned it to our Spanish-speaking agent, who contacted them promptly. Of course, he fluently spoke with them in their first language. Just as...
by wsteffenauer | Mar 1, 2023 | Article
Don’t let your competitors do life policy reviews for your clients! We received a lead for existing commercial clients wanting buy-sell quotes. After the initial interview, we determined that they have multiple businesses requiring multiple life insurance...
