Watch our New YouTube Video

Age Change Marketing System – Part II – Needs Analysis

Here’s how it works. Start by evaluating your client’s needs. Gather all of the financial information and estimate what each family members would need to meet current and future financial obligations. Then tally up all of the resources that the surviving family members could draw upon to support themselves. The difference between their needs and the resources in place to meet those needs is the total need for additional life insurance


Comments are closed.

%d bloggers like this: