See more people…make more sales

Dear Valued Client,
   In the future, it will be important that we get together to discuss strategies that will benefit you and your family. Please use this list as a guide for times that it will be important for you to be in touch with me. Other family members and friends could also benefit from these strategies.

You should call me if:

• You go into debt of any kind. Debt signals the need for life insurance. This is true both in business and our personal lives. If the person who creates the debt dies prematurely, how is that debt repaid? Would your death cause harm to your family or business?
• You change jobs. Pensions are portable and can be taken control of by our clients.
• You retire or are considering retiring. Again, pensions and 401(k)s should be rolled over.
• You receive an inheritance.
• Interest rates go up or down in a substantial way.
• The stock market goes up or down in a substantial way.
• You pay taxes on your Social Security.
• You pay Alternative Minimum Tax (AMT).
• You are dissatisfied with the rates on your CDs.
• You get married or divorced.
• You have a child.
• You buy a home.
• You start a business.
• You win the lottery.
• You have a catastrophic illness such as a heart attack, stroke or cancer.

When we talk about this list at time of delivery, it opens the door to other topics of discussion with my new clients. You would be astonished how many times I make additional sales at policy delivery. They already like me, they just don't realize how many ways I can help them. The form quickly educates them. I never lose business because my clients don't understand what I do.

You would also be astonished how many times they show the form to their friends and other family members, and insist that they contact me when these situations occur.

Try it. You will get in front of more people, more often, and get more referrals.

"You would be astonished how many times I make additional sales at policy delivery."