Universal Life Savings Plan on Young Couples

In today's call, we discussed a real-life example of selling life insurance to a young couple. Coach P emphasized starting with a money conversation, understanding the client's financial situation, and addressing their goals. The approach included asking about their savings, investments, and financial concerns, then recommending a universal life policy to meet their needs. This method helps build a long-term relationship as the go-to financial advisor for clients.

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Universal Life on Young Couples

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