Episode Details
Back to Episodes292. How to overcome the life insurance objection: My Financial Advisor Handles That
Description
"Financial advisors are really great at helping you accumulate money. I'm really great at helping you protect your money."
-Michael Weaver
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What’s in this episode
- Financial advisors help accumulate money; insurance protects it.
- Understanding client objections is key to effective selling.
- Use the one to ten scale to gauge client interest.
- Encourage clients to seek a second opinion on their financial plans.
- Address the potential risks of relying solely on retirement funds.
- Asking the right questions can uncover client needs.
- It's important to maintain high standards in financial advising.
- Conversations about life insurance can be uncomfortable but necessary.
- Help clients envision their ideal financial future.
- Time and attention are crucial in client relationships.
In this episode of The Insurance Buzz, Michael and Courtney continue their four-part series on overcoming common life insurance objections. Today’s focus: "My financial advisor says I don’t need life insurance." They dive into how to effectively handle this objection without pushing too hard, emphasizing the importance of providing a second opinion and protecting clients' financial futures.
RESOURCES + LINKS
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