I agree with Dave - I listened to that interview a few weeks back - CW was not saying to just wing it when it comes to the important things like advice, etc.
His point was, if you don't take the shot, you'll never make the basket. The OP is an ***.
Chris Westfall -- "WING IT .."
- Thread starter NuUzr
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I agree with Dave - I listened to that interview a few weeks back - CW was not saying to just wing it when it comes to the important things like advice, etc.
His point was, if you don't take the shot, you'll never make the basket. The OP is an ***.
There is some phenomena that makes if difficult for a person to spot their own mistakes.. I have had cases where I have written something, proof read it three or four times, gave to my wife to check, thinking it to be perfect and with one glance she spots a mistake.. Drives me up the wall.
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When I started in FE, I had no mentor. All I did was wing it. Nobody taught me how to fill out the application. First apps I wrote were with RNA. Under the banking info it asked for name, address etc. This was back when they strictly did paper apps.
I put all the info down for the bank. Or vice versa. Which ever was incorrect. I didn't know. I still don't know. Whenever I do a RNA paper app, that part confuses me.
Either way, RNA doesn't seem to care lol
If you can't wing it a little bit, you shouldn't be in sales. "Fake it until you make it," was always an expression I heard in sales training. Some may disagree, but while someone else was getting there presentation all polished up, a nice shiny bag to put all their carrier apps in and that oh so important name badge, I had already "wung it" and wrote $10,000..
I put all the info down for the bank. Or vice versa. Which ever was incorrect. I didn't know. I still don't know. Whenever I do a RNA paper app, that part confuses me.
Either way, RNA doesn't seem to care lol
If you can't wing it a little bit, you shouldn't be in sales. "Fake it until you make it," was always an expression I heard in sales training. Some may disagree, but while someone else was getting there presentation all polished up, a nice shiny bag to put all their carrier apps in and that oh so important name badge, I had already "wung it" and wrote $10,000..
Women are like that.
One of the Medigap carriers asks for the name of the account. First time I read that it made no sense, so I entered "Mary's Account". As I was doing that I wondered if there were people out there who had pet names for their bank accounts.
Eventually figured out they wanted something different.
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LOL - proof that anyone - with enough effort - can become successful selling insurance. 
LOL - proof that anyone - with enough effort - can become successful selling insurance.
- Thread starter
- #28
I did NOT take anything Westfall said out of "context".. As he was pontificating on the importance of being a go-getter who'll exhaust all resources to get an answer to an important subject of UNDERWRITING(filling in the blanks).. And Yes..
Westfall did say to complete the app and essentially not to worry about being wrong because you can come back and fix it later.
Would you want your LI agent to 'wing it' on your application/underwriting laws - then,"if they have to" come back later to fix it? Is that what you would want? NO.
Yes, Chris Westfall's overall sentiment in the conversation was to press the point of taking personal responsibility, don't give up searching for the truth if your manager's unavailable etc. BUT - he completely lost me when he advocated filling in a blank on a LIFE insurance Application even if you're "not sure" if it's correct cause you can go back and fix it -- is a HUGE red flag.
Correct answer is simple to an agent who 'knowingly' doesn't no an underwriting answer but still wants to secure the policy, therefore, inserting a 'guess' with the intention of fixing it later is absolutely wrong. Get the correct answer first. FINISH CONTRACT SECOND.That's the only ethical thing to do.
Discaimer - we're not talking about errors of omission(not knowing). I'm talking about an an agent who know's he DOESN'T know and fills in the blank with the intention of fixing it later. .iT'S WRONG - AND WESTFALL DID SAY IT..
From what I understand - Westfalls cheated a rep or two on this forum also..
Westfall did say to complete the app and essentially not to worry about being wrong because you can come back and fix it later.
Would you want your LI agent to 'wing it' on your application/underwriting laws - then,"if they have to" come back later to fix it? Is that what you would want? NO.
Yes, Chris Westfall's overall sentiment in the conversation was to press the point of taking personal responsibility, don't give up searching for the truth if your manager's unavailable etc. BUT - he completely lost me when he advocated filling in a blank on a LIFE insurance Application even if you're "not sure" if it's correct cause you can go back and fix it -- is a HUGE red flag.
Correct answer is simple to an agent who 'knowingly' doesn't no an underwriting answer but still wants to secure the policy, therefore, inserting a 'guess' with the intention of fixing it later is absolutely wrong. Get the correct answer first. FINISH CONTRACT SECOND.That's the only ethical thing to do.
Discaimer - we're not talking about errors of omission(not knowing). I'm talking about an an agent who know's he DOESN'T know and fills in the blank with the intention of fixing it later. .iT'S WRONG - AND WESTFALL DID SAY IT..
From what I understand - Westfalls cheated a rep or two on this forum also..
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This would be good to share. How did he cheat the rep or two ?
You make me laugh with how much you enjoy gossip.
