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I door knock for life insurance and med supps and sometimes dental. I set the appointments in the future. I have a lady now who I met with for life. In the process I met her brother who lives with her. I will be bringing her a brochure for a company she asked for and putting it under her doormat. At some point I expect I will write a life policy on her.
I will have the life policy sent to her and I will call to confirm she got her policy. Every so often I will "check in " with her to see if she has any questions or needs dental or "anything else". I will mention to her that I "have all the health plans you have heard about and I handle those too". I will ask if she thinks she has everything she needs in her health plan.
Either she or someone like her is eventually going to want me to meet with them about their health plan. First thing I do is ask them what they like or don't like. I let them ranble on and on. When that person asks me for an MA am I supposed to say no because two years ago I knocked on her door for another product?
I will have the life policy sent to her and I will call to confirm she got her policy. Every so often I will "check in " with her to see if she has any questions or needs dental or "anything else". I will mention to her that I "have all the health plans you have heard about and I handle those too". I will ask if she thinks she has everything she needs in her health plan.
Either she or someone like her is eventually going to want me to meet with them about their health plan. First thing I do is ask them what they like or don't like. I let them ranble on and on. When that person asks me for an MA am I supposed to say no because two years ago I knocked on her door for another product?