Uninsurable? So What! (PDF PPT ONLY)
Speakers: Gerald P.R. Sacks
Year: 2011
Body of Knowledge:
Product,
Underwriting
Competence: Sales |
Level: Basic |
Session Rating: 4.93
You have found the dream client. She is wealthy, she wants to pass her millions to her grandchildren, and her lawyer likes you and has agreed she needs a large life insurance policy. However, you have one problem - she is uninsurable. Now what do you do? You found another wealthy client who is an heiress. She likes her gin, she likes you and she is ready to buy a large life insurance policy. However, you have one problem - she is uninsurable. Now what do you do? There are many cases just like this out there. Wouldn't it be nice to close them? In this session, Sacks will walk you through these two cases and show you how to close this kind of business.