Agents for Life!

#218 (sales): When to Possibly Replace a Life Insurance Policy


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After writing over 1,000 policies, I can say with a strong degree of authority that there are a LOT of bad policies out there. Often written on unsuspecting and innocent folks and likely by well-meaning but inexperienced agents who didn't have a solid mentor.

There are times when it makes sense to stop the bleeding and replace it with a better one. But we have to be careful and always do the right thing for the client.

This podcast will walk you through my thoughts, advice and ideas on when such a move might be appropriate.


YouTube version: https://youtu.be/QnT6YcyzDhQ


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Agents for Life!By Matthew Wilson, Agent for Life

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