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Editorials for Final Expense

Life Insurance Salesperson

How to stop the final expense chargebacks & stop losing sales

One of the most prevalent questions I receive from final expense agents is “…how do deal with lost sales opportunities and Free Looks cancelations.” Most of it is matching your prospect with the wrong carrier and the wrong product quoting too high a face amount with too high of a premium. It’s a simple answer…not so simple solution.

I know this answer sounds different from what you may have been taught “don’t leave money on the table” but, it’s just the opposite. After all, leaving without a completed life insurance application is leaving all the money on the table. The same is true for Free Look cancelations; what’s the point if the client cancels their policy after the first draft. It’s a waste of time for everyone.

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Bloomfield Hills, MI 48304
 

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