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I'm going to ask a serious question:
We all would nod in agreement that MOST people we deal with have only so much disposable income to buy insurance and invest for retirement... so with that being said, IN WHAT ORDER WOULD YOU PRIORITIZE the following risk concerns for the average Joe out there:
Life Insurance
Health Insurance
Disability Insurance
Retirement Planning (IRA, 401(k), ROTH, etc.)
Umbrella policy
(We'll assume that homeowners/auto are mandated, so leave 'em out)
Long-Term Care
I'm not even going to consider adding "Critical Illness, Dental and Accident Plans" Let's just play in the majors for now!
In What Order SHOULD they be most important to your client/prospect!??? And no screaming-mimi responses from you yahoo's that will be inclined to talk about "needs analysis" and "sitting-down-with-a-client to "discuss" their goals....... EVERYONE (ok, the vast majority) face these issues, so let's KEEP IT IN GENERAL TERMS!!!!!
We all would nod in agreement that MOST people we deal with have only so much disposable income to buy insurance and invest for retirement... so with that being said, IN WHAT ORDER WOULD YOU PRIORITIZE the following risk concerns for the average Joe out there:
Life Insurance
Health Insurance
Disability Insurance
Retirement Planning (IRA, 401(k), ROTH, etc.)
Umbrella policy
(We'll assume that homeowners/auto are mandated, so leave 'em out)
Long-Term Care
I'm not even going to consider adding "Critical Illness, Dental and Accident Plans" Let's just play in the majors for now!
In What Order SHOULD they be most important to your client/prospect!??? And no screaming-mimi responses from you yahoo's that will be inclined to talk about "needs analysis" and "sitting-down-with-a-client to "discuss" their goals....... EVERYONE (ok, the vast majority) face these issues, so let's KEEP IT IN GENERAL TERMS!!!!!
