2027 AEP Readiness Training – Cross Selling is Vitally Important
August 20 @ 12:00 pm - 1:00 pm CDT
Description:
During this webinar, I’ll talk about the importance of talking with every single client about their overall insurance portfolio rather than hyper-focusing on one specific product or line of business. Most appointments are set to assist a client with a specific need. That need was just what gets us in the door. As Brokers, we should always focus on asking questions that lead to potential opportunities or uncover risks that the client has. Many times this will result in each appointment being more focused on “what is needed” rather than “if something is needed”.
Host:
Codey Loveless, Regional Sales Director – Empower Brokerage
10 AM (PST)