Insurance Know-How Training
The Circle of Life with Life Insurance & Know How
Can you list 10 simple cradle-to-grave applications for life insurance? Not concepts, but straight-forward uses of, and reasons why, people buy life insurance at various times over the course of their lifetime.
Knowing various applications or “fits” for life insurance positions you to serve your client’s multiple and changing life insurance needs.
The role of a life licensed advisor includes and asking some tough questions and alerting clients to potential problems they haven’t thought about that they don’t have any blind spots about their financial safe guards.
Life insurance is a product that money pays for, but only good health can buy. We someone decides they really need it is likely the day they know they’ve become uninsurable.
Explore many of the changing needs for life insurance over the course of a life time and understand why “I won’t need insurance after I’m 65″ may not only be a well informed perspective.
When you know and understand the various applications for life insurance you’ll also know:
- The questions to ask
- The answers to your client’s insurance need questions
- How to keep the life insurance conversation simple
- How to powerfully outline “what’s in it for them” and their beneficiaries
- How to talk to various age groups about their priority issues in their language
- Why they may want to buy more than they need to meet current needs
An advisor once told me he had a client he thought ‘was over insured.’ The client was married with two young children and his wife also worked. When the client died unexpectedly, reality proved that he was not over insured. The insurance allowed his widow to quit work so that she had all the time and energy required to be both mom & dad to her two young children.
We all will leave a legacy. Some will leave a legacy of problems and debt, others a legacy of caring and support. Your opportunity is to learn how to help all your clients choose the latter!
Ready to book your organization’s custom presentation of The Circle of Life with Life Insurance & Know how?
Contact us at info@insuranceknowhow.ca to book your organization’s custom Insurance Know-How training day. Prices begin at $2750.00 for a full-day session and $1870 for a half-day session.
