Can you confidently cross-sell various insurance products within one sales call?

Taking control of a phone call and leading the direction you want it to go is essential.

Do you have a reliable script with transitions, ready to go?

I set my calls up with reference to a “Money Bag.” Many clients express that there are four areas of money loss when nearing retirement. 


The Four Money Bag Concern Areas Are:

Health Expenses

This can drastically reduce what is remaining in retirement due to the high cost. From health issues to conditions, you can sell Medicare regardless of age. Make sure to fact-find and see what they currently have and if it works.

Final Expense

If you want to leave a legacy for your family and provide a small benefit when our time comes, you want to do this. Without this coverage, the cost will increase quickly and take a significant amount of money before you pass.

Long Term Care

70% of seniors age 75 or older end up with the need for care. While on the phone, ask the question, “What do you have to offset this high cost,” gives you the opportunity to offer up: Long-Term Care or Hybrid Life Insurance. 

Taxes and Income

Many people have money set aside but are worried it’s not enough to last. Taxes are going to be avoidable, and the cost of living is always increasing, but your clients have options, which is where you come in to offer a solution.

This “Money Bag” idea is perfect for fact-finding and provides tips for those of you looking for cross-selling opportunities.

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