What are the must knows?

by Christopher Dunkin » Mon Nov 10, 2008 11:00 pm

In order to sale Life insurance?

Total Comments: 12

Posted: Wed Dec 17, 2008 02:56 am Post Subject: insurance

'Consumer's' point-of-view: hopefully the Insurance Agent would listen to the 'need' of the consumer. Not 'beat around the bush'. YEP...one of the first things I would ask is the price of the 'product'. I would like to know about policies that would build 'Cash Value',etc.

Posted: Wed Dec 17, 2008 06:28 am Post Subject:

I'd agree with you on this Sd, the insurance agent should ask the needs of the client and suggest the solution accordingly. However, the problem that an agent might face in this regard is that in most occasions the client isn't aware of his/her requirements. (S)He fails to list the priorities and desires which would help the agent to suggest a plan. Most of the time I've experienced that the agent pitches a product that would fetch him/her the maximum commissions regardless of the suitability of the policy to the client.

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