Episode Details

How do you find BIG money? How do you help customers out with big life insurance cases, annuities, making sure that they retire on time, the way they want? That is exactly what I'm going to be talking about today. If you're looking to write bigger life insurance cases, and have deeper, more meaningful conversations to help your customers out with their life insurance and retirement plans, I’m sharing the types of questions you need to be asking. 

HIGHLIGHTS

00:00 Introduction

02:30 Does your customer have money in CD’s?

04:15 Questions to ask to start the conversation about retirement?

06:00 Setting your customer up for retirement regardless of what taxes or the market does

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Game Changer: Taking Your Insurance Agency To The Next by Michael Weaver

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