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Washington: National Association of Insurance and Financial Advisors Service Corporation
Erscheinungsjahr
1994
Link zum Volltext
Beschreibungen/Notizen
Insurance agents and financial planners offer sales advice. According to Joseph P. Crawford of Financial Strategies, agents can increase their production and first-year commissions by selling employer-sponsored Section 125 plans. Diana M. Cerulli of Robert Thomas Securities likes to tell people about the rule of 72 that shows how long it takes for money to double. North Carolina Farm Bureau's Richard Harn recommends attaching pictures to each page of a life contract. As the agent flips through the contract, the agent can show what a life insurance contract provides. Pat Casarez of Chubb Life America says agents should create their own annual review check lists with approximately 25 to 50 questions and ask clients questions that will stimulate their ideas. Michele S. Magnan of Allstate says good visual aids enhance prospects' understanding of what the agent is recommending by 30% to 50%.