Forming a bond with clients is important across a number of industries, but perhaps none more so than insurance. Producers are responsible for providing not just a valuable service to clients, but a roadmap for their futures.
Financial professionals are working with more female clients now than ever before. Women are increasingly becoming the primary breadwinner and the financial decision maker of their households. But despite their increased responsibility, many report feeling underprepared when it comes to long-term financial planning. Learn their top concerns and where life insurance can play a role.
While logic would dictate that half of the human population is hardly considered a niche market, it seems that many insurance agents have tailored their sales pitch to male clients and need to reconsider their approach when working with women.