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First off, be easy, just because I have offered LTC for 20 years does not mean I have sales skills.
Curious how you guys handle when the prospect says to you......
"We have to see the numbers first, then we will decide if it is worth it".
I mean if we don't address this statement then we often spend our time putting together quotes and underwriting pre-qualifications, plus going over them all to see if they "like" the numbers. Some people have unrealistic expectations too.
In this case all I had was a STC plan for the wife. They were not initially interested in a hybrid plan or so it seemed. Working with a Financial Planner and everything invested.
PM welcome if you prefer.
Thanks!
Curious how you guys handle when the prospect says to you......
"We have to see the numbers first, then we will decide if it is worth it".
I mean if we don't address this statement then we often spend our time putting together quotes and underwriting pre-qualifications, plus going over them all to see if they "like" the numbers. Some people have unrealistic expectations too.
In this case all I had was a STC plan for the wife. They were not initially interested in a hybrid plan or so it seemed. Working with a Financial Planner and everything invested.
PM welcome if you prefer.
Thanks!
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