FE Pros: Who Does Annual Reviews?
- Thread starter Rearden
- Start date
- Thread starter
- #22
- 5,305
Have seen 4 old clients over the past 7 days; 3 are still paying on policies, 1 has lapsed.
-Pitched one on a non-graded policy; couldn't close her on it
-Pitched another on switching from AA to Americo as he chews; wouldn't bite.
-Visited the old lapse; bought a new policy for a $450-$500 commission; gave me two referrals.
-Saw an old client; referred me 3 family members; one is getting underwritten for RNA WL for a projected $900 commission; the other is term case and possible WL for the kids in a few months; the other is the current client's sister.
Guess I'll drop by those old clients more frequently...
-Pitched one on a non-graded policy; couldn't close her on it
-Pitched another on switching from AA to Americo as he chews; wouldn't bite.
-Visited the old lapse; bought a new policy for a $450-$500 commission; gave me two referrals.
-Saw an old client; referred me 3 family members; one is getting underwritten for RNA WL for a projected $900 commission; the other is term case and possible WL for the kids in a few months; the other is the current client's sister.
Guess I'll drop by those old clients more frequently...
- 26,136
What did you pay lead?
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Made a client call this morning. Wrote a $20,000 RNA this evening. Replaced Primerica. Am set up to call two of the daughters tomorrow.
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- Thread starter
- #24
- 5,305
Wait; replacing another client's coverage tomorrow. Pays to talk to peeps that like and trust you...
- 15,041
Rick wanted me to ask. What if no one likes or trusts you?
- 26,136
Sales through service.
Got a Bene change call this morning. Did a three way call with the new Bene and Pru to review her policy. Putting that on waiver (only had a year left to do it) and writing her $25,000 SIWL.
Now I need to call her Benes. And the beat goes on.
That is good stuff right there now.
- Thread starter
- #28
- 5,305
Drop lead cards...............
- 264
- Thread starter
- #30
- 5,305
Picked up yet another referral from an annual review today...
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