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We are moving through the AEP season. That means we are also down to the last few weeks before the Holiday season takes precedence in the lives of our clients and prospects. It also means the deadliest time of year is coming upon us…Winter.

The holidays bring up memories of those people close in our lives that passed and will no longer be sitting at the dinner table. You’ve often heard me say life insurance sales depend on the stories we tell. Putting our prospects in the moment, the moment they see themselves out of the family picture and the burden that could be left behind.

Life Insurance Lead Evaluation

When you’re looking to find out information on leads the first step is to look at the lead type. Each lead type should be evaluated differently with a different set of questions you need to ask. Let’s look at each lead type separately.

Selling Life Insurance

It’s official, we’ve all fallen victim to instant everything. We want to complete a sale using the shortest possible path in the shortest amount of time so we can move on to the next sale. In life insurance that path starts with making appointments, moving on to giving presentations, field underwriting, writing up applications, and closing.

On the surface this seems fine after all our time is money, right?

Our Location

Legacy Secure of MI Inc 41000 Woodward Ave
East Bldg Ste 350
Bloomfield Hills, MI 48304
USA 1-888-478-9888


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