Chris Westfall -- "WING IT .."

[NuUzr]

"Wing it and if you have to, CORRECT IT AFTER THE FACT." (43:47) Christ Westfall - Dave Duford Interview

The premise of the this statement was during the final phase of the interview. The premise of his statement revolved around Dave question of, "What does it take to succeed in this business..?"

I learned a little about Chris Westfall while browsing old YT videos and reading his online commentary. He has an extremely demeaning attitude toward the FE market - both as an agent and the dlientel


I'm curious to all those who have a senior citizen's money/life/health in your hands - do you "fake it till you make it.." Do you "WING IT(filling out paperwork correctly) AND CORRECT IT AFTER THE FACT?"

As an ex police officer - is this how he would handle his paperwork when dealing with a suspect? Someone's LIFE literally in his hands.. "FAKE IT..GET THROUGH IT.. THEN CORRECT IT IF NEED BE.."...?

Isn't it illegal knowingly to falsifying a legal document? or DOES AN AGENT GET A PASS FOR correcting it with a given certain amount of time?

Seems shady to me. I'm not saying he's unethical or a con artist. At ALL. I thought he was giving his true feeling on what a green pea rep should do wen they are stuck with a hard choice with no where to tourn

Do you recommend this strategy?

Disclaimer: I do not work in htst-present nor forseeable futue with him,.

 

[m4ncsu]

If you write transamerica you do this all the time if you're referring to paperwork. At the end of the day what's important is getting someone who has procrastinated their whole life to take out a policy and protect their family. As long as that goal is achieved what does it matter how they fill out the paperwork?

 

[rousemark]

If you write transamerica you do this all the time if you're referring to paperwork. At the end of the day what's important is getting someone who has procrastinated their whole life to take out a policy and protect their family. As long as that goal is achieved what does it matter how they fill out the paperwork?

UH... Can make a difference as to whether their beneficiary gets paid or not..

 

[m4ncsu]

UH... Can make a difference as to whether their beneficiary gets paid or not..

If you're too stupid to get that right you need more help than this forum can provide. I assume if you're helping someone "protect their family" that part would be correct.

 

[Rearden]

You're taking the conversation out of context.

Chris is not advocating harming the client with his "wing it" comment.

Rather, he is advocating that the agent take action versus experiencing paralysis by analysis, waiting for the "perfect time" when everything about the product sold is known.

Here's the truth.

You're NEVER going to know EVERYTHING about your product, prior to actually SELLING it "live" to real people.

And virtually ALL successes in life "wing it" to some degree, as actual "in-the-trenches" experience is the TRUE instructor from which we learn.

 

[rousemark]

If you're too stupid to get that right you need more help than this forum can provide.

Gee.. Guess I am going to have to back to insurance school.. But last I heard, you fill out the paperwork wrong (the application) you are setting up a possible contestable situation.. But then I have only been licensed for 46+ years so what do I know?

 

[rousemark]

BTW, I have never been a fan of "Fake it until you make" but there is a world of difference between the Dare to Be Great guys faking it with their rented cars and mink cuff links and faking knowledge about the product you are giving advice to a client about. They and their families are depending upon you to get it right.

 

[rousemark]

You're taking the conversation out of context.

Chris is not advocating harming the client with his "wing it" comment.

Rather, he is advocating that the agent take action versus experiencing paralysis by analysis, waiting for the "perfect time" when everything about the product sold is known.

Here's the truth.

You're NEVER going to know EVERYTHING about your product, prior to actually SELLING it "live" to real people.

And virtually ALL successes in life "wing it" to some degree, as actual "in-the-trenches" experience is the TRUE instructor from which we learn.

David, just so no one misunderstands you, I have seen you in the field and I know you don't fake it when it comes to what you are advising the client about.".. If you don't know something, you tell them, I don't know but I will find out" And then you find out. You do the same with agents.

 

[rousemark]

You're NEVER going to know EVERYTHING about your product, prior to actually SELLING it "live" to real people.

And virtually ALL successes in life "wing it" to some degree, as actual "in-the-trenches" experience is the TRUE instructor from which we learn.

The only thing an agent should be faking is "confidence".... In the beginning my manager told me to quit worrying about the fact there were things I did not know. because no matter little I knew I still knew more than 99% of the people I would be talking with.. The other 1%? Don't sweat them.. He also told me that on the occasion I ran in to something I did not know, I should take time to find out and get back to the prospect with an answer. I still think he gave me good advice..

 

[m4ncsu]

Gee.. Guess I am going to have to back to insurance school.. But last I heard, you fill out the paperwork wrong (the application) you are setting up a possible contestable situation.. But then I have only been licensed for 46+ years so what do I know?

That wasn't directed at you directly. Just figured if someone had gone to the trouble of ordering leads and making a sale, the paperwork wasn't something that most had to stress about. We're not talking quantum physics here.