Happy Friday and in Recognition of September Life Insurance Awareness Month, I thought it would be a good time to revisit a previous post I did “Life Insurance Needs Analysis” You can access it here: https://agencyelevated.com/how-to-do-a-simple-life-needs-analysis-check-out-the-video/ The Key Concept of this Simple Life Needs Analysis is this: D. I. …
Would you like Fries with that? Do you want the large for only $0.50 more? Would you like your Tires Rotated as well for only $25 additional? These are just a few of the “Cross-Sell” sales attempts you hear from day to day, but why? Very simply the answer is, “It is easier to sell a customer multiple products than …
STOP!! If you missed Part 1, go back and read that post first. In that post I discussed the value of the Client Review, what the review should be based on (NOT A SALES CALL), and even shared a sample script to schedule the Client Review. Today, in Part 2 we will discuss the actual Client Review process. Before I …
