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Universal Life Savings Plan on Young Couples

Writer's picture: David PetersonDavid Peterson

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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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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