Many life insurance agents feel apprehensive and uncomfortable when talking to clients about their finances and financial needs. They feel as if there is a veil between what they do as insurance agents and effectively serving their client’s finances.
Agents are hesitant to dig in with a client’s finances because it is outside of their expertise and they are afraid of messing something up, and rightfully so. What many agents do not know is that there is a way to serve clients beyond their insurance needs and help them win financially. The secret is to come alongside someone with experience in financial services and gain the knowledge, understanding, and confidence to provide this service for your clients.
In this episode, Roger and Chris talk with Pat Schmidt, an expert in the insurance and financial markets, about safely expanding your client offerings to include financial services.
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About the Life Insurance Academy Podcast
The Life Insurance Academy Podcast is a Top-Ranked insurance-focused podcast with an expanding global audience of avid listeners. The weekly podcast takes you out of the classroom and into the conversations of top-producing agents in life insurance sales so you can level up your business. Subscribe wherever you listen to podcasts and follow us on Facebook, Twitter, and Instagram at @LifeInsureAcad.
About the Life Insurance Academy
The premier training and coaching academy & online resource for insurance sales. The Life Insurance Academy trains agents and agencies around the world to help grow sales, scale business, increase profit, and expand impact. While navigating through https://LifeInsuranceAcademy.org, you’ll find podcasts, video courses, downloadable tools, and supporting sales resources. Content covered includes prospecting, leads, how to approach your clients, proven sales processes, top-producing presentations, effective pricing strategies, closing techniques, client care, sales psychology, agency growth strategies, and much more.
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