Having a solid life insurance plan can ensure that loved ones are protected financially in the event of the inevitable.
Agent contacts Client with a warm Introduction through one or more of the following methods:
Agent and Client Schedule a date/time to proceed with discussing insurance options.
Client confirms Agent’s validity by performing Validation Check for Resident State through the steps below:
Agent and Client performs a Needs Analysis to determine Client’s:
Agent propose insurance options that meet Client’s needs, explaining Benefits and features.
Agent and Client has a Discussion on any concerns and objections, resulting in Agent facilitating the following:
Agent and Client proceeds with the Application process obtaining and confirming the following:
*Various insurance companies accept credit or debit card for initial payment however future payments are going to be drafted from a bank account (bank name, account holder full name, account number and routing number required).
Agent Follow Up with Client periodically to ensure and accommodate the following:
Disclaimer: Quotes are estimates only and are not a contract, binder or agreement to extend insurance at the quoted price. All life insurance coverages are subject to the terms, conditions and exclusions of the actual policy issued.
