Cross-Sell for Instant Cash
Read this great
Final Expense & Medicare
in the cross
They're now doing $10million+
very soon have a fast growing database of senior
You must realize the amount of
savings you have brought to the client and his/her spouse. Very
often, it is a great opportunity to use some or all of the
savings for a final expense plan.
All of the veterans agree, it is
best to deliver this final expense solution
after the medicare supplement policy has been
delivered. Once you have placed the new client in the automated
card system, they will have received your Thank You card.
Shortly after the receipt of your personalized Thank You card,
you should call them with a recommendation, based on their age,
conditions as you know them, and amount of premium dollars you
have saved them.
As with any final expense sale,
it's best to provide a few options (low, medium, high) for them
to consider. It is very likely that they will already be
familiar now with dealing with you through the mail, so sending
them the life application will not be a problem for them at
all. You can take advantage of great plans such
all be done through the mail.
**UPDATE: You can also use Foresters in
certain states with their Voice Signature option. See here for
You will be building two very
valuable books of referral income by cross-selling Final
Expense plans with your happy clients that you've saved money
for on their Medicare Supplement!