Universal Life: Selling The Client
Universal life has impressive benefits to be sure. But how does a p-c agent bring up the benefits of the insurance policies with clients? Mortality is not exactly fodder for cocktail party banter.
Perhaps the easiest, most logical first step toward meeting a clients life insurance needs is to start with a policy review. Lets face it, most clients already own life insurance, but few of them really know if their coverage is still adequate.
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