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How to Qualify Prospects and Increase Your Success Rate

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Do you have clients who purchased life insurance in the 90s and early 2000s?

Clients could face tremendous losses as insurance companies are increasing the cost of insurance that can and will destroy cash values and shorten the time their policies stay in-force or cause a higher premium to be paid in order to keep the policy in-force.

Related: 5 Methodologies for Finding Prospects for Life Settlements

Related: What to Say to a Prospect to Get Them to Move

Advisors, it’s time for you to consider a life insurance diagnostic as an option to your elderly clients. In this episode, Bob teaches you how to find prospects and determine if they’re the right candidates for a settlement diagnostic.

In this episode, you will learn:

  • Why institutional funds want to buy life insurance policies from individuals
  • What factors to look for in a prospect
  • Ways for advisors to start prospecting to the 75-90 age group
  • How to incorporate prospecting into your planning process
  • And more!

Tune in now and get Bob’s expert advice for finding the right prospects!

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