How to sell pre need insurance
sell
What Is Pre-Need Insurance? : Insurance Questions & Answers
How to sell pre need insurance?
Step 1:
Understand the product
Before selling pre need insurance, make sure you understand the product and its benefits. Research the policies and the company you work for to be knowledgeable and confident when presenting to potential clients.
Step 2:
Identify potential clients
Find people who may be interested in purchasing pre need insurance policies. This could include older individuals, those with dependents, or people who have experienced a recent loss.
Step 3:
Tailor the pitch
Customize your pitch to fit the needs of each potential client. Learn about their specific situation and present the policy in a way that will benefit them the most.
Step 4:
Be transparent
Be upfront about the costs, benefits, and limitations of the policy. Hiding details or being dishonest can ruin your reputation and hurt your sales in the long run.
Step 5:
Follow up
After making a sale, make sure to follow up with the client to ensure their needs are being met and to address any concerns or questions they may have.
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