Transition into Life Insurance

For this step, it is okay to tweak and tailor it to what works best for you?

True

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False

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What is one thing we are not trying to accomplish in Step 4?

Determine who they have Life Insurance with and for them to get their policy

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What coverage we can offer based on their current health and prescriptions

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Create Urgency and Doubt

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What are the 3 Types of Life Insurance that we educate our clients on during this Step?

Term, Accidental & Universal

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Term, Whole & Cancer

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Long Term Care, Whole & Universal

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Term, Whole & Universal

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How long should Step 4 typically take?

4-6 minutes

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No more than 3 minutes

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20-30 minutes

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As long as you need

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Information