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How to Handle a Rated Life Policy

Writer's picture: David PetersonDavid Peterson

In today's call on handling rated life policies, Coach P covered the basics of what a rated life policy is and how it is determined by factors such as health conditions and lifestyle. The main focus was on strategies to maintain high close rates despite higher premiums, emphasizing transparency and addressing potential health issues upfront with clients. Role plays demonstrated how to navigate these conversations effectively, highlighting the importance of staying positive, discussing potential premium increases openly, and always coming prepared with solutions that align with the client's needs and budget.




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Comments


clint simpson.jpg

Clint Simpson

"Last month we did 28 life and 6 disability. By far our best premium month we've ever had. The team is loving the program, and are hooked and looking forward to many  more eye opening training sessions."

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