• An Example of The Quoting Process to Getting Life Insurance Part II

  • Nov 30 2023
  • Duración: 20 m
  • Podcast

An Example of The Quoting Process to Getting Life Insurance Part II

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  • Resumen

  • Don't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance.


    In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products.


    Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episode, you see the steps from a thorough needs analysis all the way through the solution and commitment determined from the client's own budgetary needs.


    To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at John@agencyelevated.com If you are an Insurance Agent looking to get involved with one of the fastest-growing Life Insurance Agencies just contact us directly at John@agencyelevated.com
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