#264: How to do a Proper Life Insurance Appointment Intake

Every prospect presents MULTIPLE sales opportunities. Far too often, we get so excited about making one sale that we leave the others on the table. This podcast breaks down the key questions for doing a thorough intake. It gives you more information, while convincing your prospect you can be their trusted insurance advisor. I hope it helps you double your sales in 2025! YouTube link: https://youtu.be/ylIO1lOnydA If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent looking for a mentor, start here: https://lifemattersagency.com/insurance/ Have an idea or topic suggestion? Talk to me: https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking