-Karen DeMasters
Advisors Avoiding Life Insurance Issues, Survey Says
May 23, 2012
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Comments
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Script it!If advisors are uncomfortable talking to clients about life insurance it is probably because they don't have a good script for transitioning the conversation and they don't know what to say once they get there. A good wholesaler may be able to help with that. There are also coaches and mentors out there willing to assist you to break open that part of the market. If clients trust you with their volatile investments, it is a natural transition for them to trust you on insurance. Scripting the insurance discussion as an afterthought may help your client beyond your wildest expectations. Judy Brosky Coaching Established Female Financial Advisors
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Comprehensive Financial PyramidIf fundamental and key planning topics such as life insurance for estate creation, liquidity and leverage purposes are not discussed by an Advisor, nor disability income or long term care insurance for income and asset preservation purposes, how can one even call or consider him or herself truly an Advisor?