We are continuing our podcast series on leaving your client in a better position. In part one, we discussed how to properly handle the “I already have life insurance” objection. In part two we cover how to correctly propose replacing that policy IF it benefits the client. Our goal with this series is to improve your client servicing, help you write better premiums, reduce chargebacks, and ultimately, boost your earnings. In this episode, Chris Ball and Zach McElwain cover the best practices in replacing ill suited life insurance policies.

Engage with Our Team

As we mentioned in this episode, there are several ways to now engage with our team including our Sales and Business Accelerator with weekly coaching points, training videos, and monthly deep dives. We also have smaller commitment 4-week coaching programs that are focused on specific products, sales concepts, or business growth ideas.

Get Started in Insurance Sales Today

Through an exclusive partnership with Xcel Testing Solutions, Life Insurance Academy listeners and subscribers can now receive an amazing 50% discount from the regular pre-licensing course fee of $199 to only $99 by utilizing a special discount code of “LIA” That’s the 3 simple letters of L-I-A. This exclusive discount is available for the Life, Health, and Accident Courses or even a combination of these required courses. Just go to https://liapodcast.org/xcel and enter promo code LIA at checkout.

Let’s connect

We mean it when we say we’d love to connect with you! Fill out the form below so we can start the conversation. Or – let us know how you like the podcast, a way we can help, or at least your thoughts on how we’re doing.