7 Figure Annuity Sales

Episode 123 - Million Dollar Fact-Finding Strategies


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The overall goal of fact-finding with your clients is to narrow down what they need and provide a solution to their pain. Often, Fact-Finding will single-handedly increase an agent's case size as well. In this episode, Chad shares his fact-finding process and the mindset he has in every appointment.

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7 Figure Annuity SalesBy Chad C. Owen

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