Tim Bennett has been in the insurance business since 1986 and started regularly using the Client Needs Assessment (CNA) in 2019. Before he started using the CNA to uncover needs with his clients, he.
Would you call me crazy if I told you that asking one extra question during an appointment could ultimately make you an extra $21,000? Well, call me crazy, because this is a real-life case study from.
There's no agent out there that would say they don't want to make more money. But for a lot of us, we think the only way to make more money is to spend more time and money on lead generation. Finding.
The [New & Improved] Cross-Selling Roadmap: How to Build Your Business Using A Client Needs Assessment
Last updated: 9/18/2018
If you want to become a $1 million producer – or anywhere close to that number – there are a few things you have to do to get there. None of this is going to be mind blowing (I don’t think), but let.
If you’re an independent insurance agent, particularly in the senior market, odds are you either sell cancer insurance or have considered it in the past.
We’ve all heard the advice. Stick to one insurance niche. That way, you can become an expert with that one product, and you’ll dominate.
A great way to snag new clients is to offer a free life insurance policy review.
Recently, an agent did “hit for the cycle” when using a Client Needs Assessment (CNA). In baseball, “the cycle” is of course hitting a single, double, triple and home run in the same game.