FE As a Secondary Sale

[gordon112]

I had the opportunity to go on a few MA appointments yesterday. Man! I was biting my own tongue wanting to cross sell FE. What a target rich environment. I imagine Supp clients are closer to my normal market. But that seems like a no brainier sale.

I agree, I am going to start getting some med sup leads and have a great option for FE or Single premium. I find if they are around 65-70 they are a good age to ask about single prem whole life or a UL/WL mix. If the budget is tight, you can still offer a FE small face. A lot of options.

 

[WinoBlues]

I agree, I am going to start getting some med sup leads and have a great option for FE or Single premium. I find if they are around 65-70 they are a good age to ask about single prem whole life or a UL/WL mix. If the budget is tight, you can still offer a FE small face. A lot of options.

I agree. And if healthy you can get them more face than FE.

 

[gordon112]

I agree. And if healthy you can get them more face than FE.

Yes, most likely if there health is good you can look at more options..as long as the budget is not strict. The idea is to save them money over what they have and adding coverage they really need. They win in a big way.

 

[senior-advisor-indiana]

Just ask, "What's you current situation like in regards to paying for your final expenses?"

If selling MedSupps, you could cross sell FE with a company like 5-Star and be fine.

Talk to Newby about 5Star contracting.

Why the 5-star plug? I like them and an also contracted trough Newby but am curios why 5-star was mentioned...

 

[Rearden]

Why the 5-star plug? I like them and an also contracted trough Newby but am curios why 5-star was mentioned...

I'm a "secret recruiter" for Newby...

No script check to worry about, competitive pricing for immediate plan, and no POS.

"Just sign here and here (literally) to get approved and set up EFT payment."

Flexible with diabetics and insulin-dependents.

I figure if you lead with MedSupps, you're not going to have to worry about underwriting as much, and with no script check and diabetic leniency, 5-Star is the perfect match.

 

[senior-advisor-indiana]

I'm a "secret recruiter" for Newby...

No script check to worry about, competitive pricing for immediate plan, and no POS.

"Just sign here and here (literally) to get approved and set up EFT payment."

Flexible with diabetics and insulin-dependents.

I figure if you lead with MedSupps, you're not going to have to worry about underwriting as much, and with no script check and diabetic leniency, 5-Star is the perfect match.

I was leaning more towards Lincoln Heritage for my cross sell. Why sell 5-star when you can sell a 10-star company?

 

[gordon112]

I was leaning more towards Lincoln Heritage for my cross sell. Why sell 5-star when you can sell a 10-star company?

I would add Senior life to the mix, they seem to offer some Super Duper preferred rates that nobody can touch