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- #11
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John Galt/Matt saved the day with an awesome cancellation letter I would have never got from my upline. Thanks again!
Easiest Way to Transition into new policy
- Thread starter Bcrane0305
- Start date
John Galt/Matt saved the day with an awesome cancellation letter I would have never got from my upline. Thanks again!
- 30,544
Who's your upline? Did you used to be with LH?
- 26,088
No. You will no see me do that much, whether they are from another company like LH, Primerica or most others. Bankers would be an exception. If I see clean sheeting or an inappropriate replacement then yeah I may slam that individual salesman. I do a pretty though job of fact finding, policy review and recommendations. I am usually referred in as well so it is going to be hard for an agent that has not called them since the sale to suddenly want back in. Since one of the first things I ask as I am reviewing a policy is "what is the agent's name that sold this" and " So when is the last time this agent called you" If they do know the name and he has not reached out to them since the sale they are orphans and they become mine to service.
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