- 1,900
I do not pitch term to the typical FE client. But I ask if they would like me to contact the bene and contingent bene to get them a packet on what they need to do if they (FE client) dies? They are usually younger. I also bring up family plans and get referrals to their kids. I wrote two SIWL plans last week, before I left the house I also wrote the daughter, her husband and kids 20 year terms with child riders, Saturday I wrote the other daughter and grandkids and quoted her in laws FE plans. I also have a call into a son that the mom will pay the premiums on. All off an internet lead from Customized Quote.
Dang! I definitely believe the most powerful part of this business is the referral. It's seems you have mastered it. Well done