Learning to Build a Life Insurance Practice
A veteran advisor had always assisted his clients when they asked about life insurance. Then, his Saybrus Consultant suggested a new approach he could use to proactively focus on life insurance with all of his clients. The advisor began providing a complimentary Life Needs Analysis, a simple assessment to determine appropriate coverage amount to provide for the client’s family, and a review of any existing life insurance policies. Using this process, the advisor has made addressing his clients’ life needs part of his annual reviews and his new client discovery. The result? In the first year, the advisor secured coverage for nearly 200 of his clients.