Determining Product Selection

Once you have completed the Needs Analysis, you have a better understanding of the prospective client and their needs. With this information you can now work with them to decided which one of our carriers’ products would help them the most. This could be anything from an IUL to an Annuity. Review these products from the prospect and help them decide. The next lesson will break down this process and reveal how you can help the prospective client choose the correct product.