How Do You Add Value for Your Prospects?

Justin, those are great ideas, I wish I would have thought of them. Well, not the white paper.
 
Bruce is a "super genius" -- don't "sell" them anything on the usual "trust me" relationship basis. Instead, help they buy using their normal consumer buying process.

There's a new "product" called Dignity Planning. dignityplanning.com. Short video that turns the FE insurance product into a "by the way" issue. You could easily position it for Health products too, without the video that seems only for FE. All their stuff seems very professionally done.

atlantainsguy
 
Interesting topic.

You might want to try some face time with the prospect and then talk about all the services you offer.

If you are going to cross sell them on multiple products it might be worth your time to sit down with them. Obviously you want to pre screen as much as possible with on going health conditions.

I like what you are doing and that is going to give you an advantage vs another agent.

The other thing I would add is you want to communicate to the client that you are constant with that kind of service.
 

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