The 3 Reasons to sell

Roger Chan

New Member
18
The 3 reasons to sell is a qualification question that comes out in every presentation upon entering a home. It is usually followed by a brief warmup while getting to know the client. There are several variations of this series of questions, but I would like to share mine.

Once I have entered the house and completed my warmup, I will let the client know why I'm there and what my job is. "Well Mary, to give you a better idea of what I do, my job...in a nutshell, is to let you know what new programs are out there, what benefits come with these programs, assist with enrollment and also answer any questions you have for me. Typically what I find is that 90% of the requests we get back (tapping on the lead card) are typically from people who fall into one of 3 common categories:

1. They have no coverage at all and was looking for some
2. They already have some coverage but it's not the right kind or enough
3. They have enough coverage, but was just looking for something cheaper
"Which category did you fall into?"

Based on their response, it will let you know how to attack the situation. Is this a potential replacement scenario? Are we trying to beat face value or price? Opening a completely new policy on an uninsured client?

If you are unable to obtain a valid reason for why they sent the card in, you are most likely sitting with a time waster or going into a presentation with a small chance of closing. These 3 reasons are the foundation to give you ammunition to sell to a problem. If you can offer a viable solution that solves a problem and makes sense to the client, your chances of making the sale are greatly increased.
 
12/03/2011:

1. They don't have anything in place to take care of their burial/final expenses and need something.

2. They have a little bit in place now and need to supplement that or to save money on what they have.

3. They have all that taken care of, but they want to leave some money to their family, their church or a charity.

The forum has a long memory. Probably forgot more about selling FE than some of us newer folks know.

What's old is new, and credit where credit due, imo.
 
12/03/2011:



The forum has a long memory. Probably forgot more about selling FE than some of us newer folks know.

What's old is new, and credit where credit due, imo.
How do you do that??!!! I mean, I remember the post because I memorized JD's 3 reasons as soon as he posted them. But I'd be hard pressed to find that post in an 8 year old thread!

(And you weren't even around back then!)
 
Th
12/03/2011:



The forum has a long memory. Probably forgot more about selling FE than some of us newer folks know.

What's old is new, and credit where credit due, imo.

Those are actually the three reasons presentation opener that Travis has taught forever. JD has given him credit for them many times. You can vary a LOT of different things on presentations. But the three reasons is chiseled in stone. Got to be there. I don't know the OP. But my guess would be that the three reasons has been a staple of every big producing FE agent for more years than he has been born.
 
It's a shame it's not like Beetlejuice if you say JDs name three times he still won't appear.


He appears. He most certainly does. But he doesn't let just anybody to see him.

How do you do that??!!! I mean, I remember the post because I memorized JD's 3 reasons as soon as he posted them. But I'd be hard pressed to find that post in an 8 year old thread!

(And you weren't even around back then!)

The forum is a library of sorts and it has a robust search function. I may not have been on the forum back then but I have read most of what is worth reading in the FE forum going back to the beginning.

Those are actually the three reasons presentation opener that Travis has taught forever. JD has given him credit for them many times.

I do know that and i do remember that JD gave Travis credit in several interviews he's given over the years. I never saw Travis post it here at the forum. That doesn't mean he didn't post it here. Maybe he has and i somehow missed that post. But many of us learned that from JD which is why many of us refer to them as JDs three questions.

At any rate, I know of only one IMO where someone can have access to both Travis and JD so you maybe should run with that ... If others are teaching the Tubbs/JD way, why sign on with the imitators when you can learn it straight from the source!

Beatlejuice! Beatlejuice! Beatlejuice!​
 
He appears. He most certainly does. But he doesn't let just anybody to see him.



The forum is a library of sorts and it has a robust search function. I may not have been on the forum back then but I have read most of what is worth reading in the FE forum going back to the beginning.



I do know that and i do remember that JD gave Travis credit in several interviews he's given over the years. I never saw Travis post it here at the forum. That doesn't mean he didn't post it here. Maybe he has and i somehow missed that post. But many of us learned that from JD which is why many of us refer to them as JDs three questions.

At any rate, I know of only one IMO where someone can have access to both Travis and JD so you maybe should run with that ... If others are teaching the Tubbs/JD way, why sign on with the imitators when you can learn it straight from the source!

Beatlejuice! Beatlejuice! Beatlejuice!​
The three reasons is Senior Life's pitch, who probably got it from Lincoln Heritage. Where did FEX get it from? Who knows, but it ain't theirs.:nah:
 
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