Life Insurance Allocation Tool – A Quiz For Your Clients
You’ve probably heard of asset allocation, but what about life insurance allocation?
How much life insurance do your clients need?
How much should be term or permanent?
What type of permanent life insurance is right for them?
Now you can take away the guesswork and make recommendations based on your client’s preferences.
This tool will help your clients determine what they want their life insurance to accomplish for them for their reasons…not yours. Putting their interests first will build trust to help you close more sales.