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No, I think you may have missed my post. This is along the lines of DI sales. if you don't show them the max available and they file a claim and are unhappy, guess where they come for the difference?
We were taught in the old days to take a max illustration and have the client sign off on it for our files. The biggest reason is they can come back and hit your E&O saying had they known more coverage was available they would have bought it.
Agents don't win those situations.
We were taught in the old days to take a max illustration and have the client sign off on it for our files. The biggest reason is they can come back and hit your E&O saying had they known more coverage was available they would have bought it.
Agents don't win those situations.