Don't spend too much effort or get too wrapped up in it - sometimes there's not much you can say or do. Make absolutely sure that you are competing with the same product. Find the holes in the other one if you can. Try to sell them additional coverage over and above burial costs to cover bills, lost income, etc. If that doesn't work, try for a couple of referrals and move on to the next one. You can't help everyone - it's a numbers game.
Cuna Mutual Policies
- Thread starter nfl72
- Start date
Don't spend too much effort or get too wrapped up in it - sometimes there's not much you can say or do. Make absolutely sure that you are competing with the same product. Find the holes in the other one if you can. Try to sell them additional coverage over and above burial costs to cover bills, lost income, etc. If that doesn't work, try for a couple of referrals and move on to the next one. You can't help everyone - it's a numbers game.
- 19,647
It ain't always about price. Maybe they want the cash from that other policy. How much cash is it? Do they qualify for another policy in order for you to replace it anyway.
They had that other policy when they sent in the card. Why did they send it?
- 1,832
True. What if they are graded ? Turned down elsewhere ? Good idea to find out everything before you walk.
