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My goal is that Seniors are comfortable and trusting enough of me that if they do get that cold call or mailer they say "I already got a guy" and they call me with the information. I tell each of them that agents do not set prices, carriers do so I will have the same price as anyone else and I have all major carriers.
That's fine and good. I agree with what you're saying. Part of their, "I got a guy" for me is to be proactive.
I think the idea of being proactive is pushing them to change. It's not. It's informing them they have what's best for them or saying because of changes in the market place, you have x option... Then let them choose.
If I can ethically turn my 3 year Comm over, I will. Ethically meaning, is it in the best interest of the client.
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