There’s never been a greater need for permanent life insurance and for advisors to have that conversation with clients.
Author Archives: Jim Effner
Four Simple Questions To Uncover Clients’ Life Insurance Objections
Imagine you’ve met with your client and gave great presentation explaining exactly how much life insurance they need. Your client’s been nodding their head in agreement the whole time. As a financial professional, it would be really easy to pat yourself on the back and simply continue on to the next item on your agenda. […]
Stop Selling Insurance And Managing Money – Find Your D.N.A.
Last Sunday morning, I was enjoying my cup of coffee and watching a CBS program called, “The Money Issue.” The topic of the show was on the age old question of whether money can bring someone happiness. We all know the positives that money can bring to one’s life. But we also know the challenges […]
Think You Don’t Have To Prospect? Think Again.
Why do you prospect? It’s a simple question that does not always have a simple answer, especially as you achieve success and the need for prospecting is not as readily apparent. For new financial reps, the reason for prospecting is obvious: it’s your life blood. As the youngest advisor to qualify for Forum the first […]