Getting a client in the door and signing up for a life insurance policy isn’t a permanent solution. There are a number of changes an individual may experience in their lives that may call for various levels of coverage.
When was the last time you talked with your clients about their financial plan if they were to suddenly become disabled? Disability insurance is reported to be one of the most overlooked types of insurance. If you haven’t discussed it recently with your clients, now is a good time.
If obtaining insurance is all about planning for the future, many clients are leaving themselves vulnerable due to poor strategy.