info@kazsource.com704.774.6160
Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowPinterest page opens in new windowInstagram page opens in new windowRss page opens in new window
Search:
KazSource
helping leaders create opportunities for their business
KazSourceKazSource
  • KazSource Insurance
    • Dashboard
    • Blog
    • About
    • Contact
  • KazCM
    • Team
    • KazCM Blog
    • Contact
  • SportsEpreneur
    • Blog
    • About
  • Entrepreneur Perspectives
    • Podcast
    • Blog
    • The Strategy Addict
    • About
    • Guest Request
  • KazSource Insurance
    • Dashboard
    • Blog
    • About
    • Contact
  • KazCM
    • Team
    • KazCM Blog
    • Contact
  • SportsEpreneur
    • Blog
    • About
  • Entrepreneur Perspectives
    • Podcast
    • Blog
    • The Strategy Addict
    • About
    • Guest Request

6 Ways Financial Advisors Can Sell More Life Insurance

Apr182016
Insurancefinancial advisors

The life insurance conversation is not an easy one to have. Here are 6 ways that have been successful for other financial advisors when talking with their clients about life insurance planning.

#1 Policy Reviews. Review. Review. Review.

#2 What role does life insurance currently play in your client’s overall financial plan?

#3 Is the client charitably inclined? Leverage their gifts with life insurance.

#4 Is the client taking minimum distributions they don’t need?

#5 Consider what happens if another advisors sells your client life insurance.

#6 What is your exposure if you fail to discuss the role life, disability insurance or long term care can play in a client’s overall financial plan?

You can find a pdf of this list here.

photo credit: Financial District via photopin (license)

By KazSourceApril 18, 2016

Post navigation

PreviousPrevious post:Ask Your Clients About Their Life InsuranceNextNext post:10 Ways to Prevent Confidential Information From Being Hacked

Related Posts

Managing COVID-19 in the Life Insurance Industry with Mitch Long | KazSource Insurance
Managing COVID-19 in the Life Insurance Industry with Mitch Long | Videos
October 1, 2020
good covid-19
Many Ways to Say GOOD
July 31, 2020
Life Insurance in the Post Pandemic World
Life Insurance in the Post Pandemic World
June 8, 2020
Contact Us
North Carolina | Headquarters
Providence Park
10815 Sikes Place
Suite 320
Charlotte, NC 28277
O: 704.774.6160

Find us on:

Facebook page opens in new windowTwitter page opens in new windowLinkedin page opens in new windowPinterest page opens in new windowInstagram page opens in new window
Resources

E-applications

Dashboard

List of Carriers

Onboarding

Opportunities

SportsEpreneur

Are You Interested in Content Marketing

CLICK HERE

© Copyright KazSource, Inc 2021 | Website designed by KazCM | All Rights Reserved | Disclaimer | Privacy Policy