Home Sale with Life/Health Bundle
- David Peterson
- May 8
- 1 min read
Coach P here with a strategic breakdown of our recent training session, which focused on leveraging homeowners insurance conversations to introduce and close life and health insurance sales. The core message of the call was clear: homeowners with mortgages represent a prime opportunity for mortgage protection solutions—and it's our responsibility to ensure that protection is offered. This session outlined a practical and effective framework for integrating life and health discussions into existing homeowners conversations to drive increased value for both clients and agents.
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