I had a conversation with a prospect who has some life insurance in force and wants to move her policies over to my agency. This has to be done properly and sometimes the best advice is to leave it as is. I walk you thorough my questions and thought process when presented with an opportunity like this.
On Android use Podcast Addict and search for Simply Explaining Insurance.
The post Simply Explaining Insurance #143- Life insurance strategy appeared first on Dietz Agency.