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Call today: 720.344.0312 Teleconferencing Schedule Week 1: Phone techniques to use for setting an appointment with your existing client and the new client. How to use direct mail of any type. Speaking to groups to find clients. Week 2: The home interview... health questions, establishing need, isolating risk. How to ask about the client's net worth gracefully on the first appointment. Week 3: Which policy or policies should you recommend? Using the brochure to your advantage. Comparing premium rates. Overcoming objections. Working with difficult clients and closing them! Week 4: What to say if someone has been there before you. If they have an old policy, how to review it, add on, or replace it. Establishing trust. Cross-selling. Keeping in touch with your clients afterward. Keeping their doors open to you. < Go Back

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