In this episode, Zach and Chris dive deep into strategies to maximize your profitability and retain your business. They share golden nuggets about not just writing new policies, but also keeping your existing business on the books.

 

Join us as we discuss the essential work needed to minimize chargebacks and the importance of client retention. Zach shares his personal journey from being an introverted new agent to embracing the challenges of the industry. He highlights the fear of facing chargebacks and the strategies to overcome it, emphasizing the significance of retention over constantly acquiring new clients.

 

Chris and Zach explore the value of maintaining trust and confidence with clients, offering practical tips for improving policy persistency and minimizing chargebacks. They introduce the concept of the "cool down" to ensure clients feel confident and secure about their decisions after the sale.

 

Learn how to build deeper connections with clients through the CORE acronym (Children, Occupation, Recreation, Emotion) and understand the critical steps of summarizing the sale, setting expectations, and reconnecting on a personal level. This episode is packed with actionable advice to help you become a difference-maker in your clients' lives.

 

Don't miss out on these valuable insights to enhance your sales process, build stronger client relationships, and keep your business thriving. Subscribe, like, and comment to let us know how this podcast has empowered you to improve your sales and retention strategies. We appreciate your support and look forward to helping you succeed!

 

If you found this episode helpful, please subscribe, like, and leave a comment! Share your success stories about retaining policies or reconnecting with clients. Your feedback inspires us and helps us continue providing valuable content to support your success in the life insurance industry.