Life Insurance Academy Podcast

Selling Life Insurance: When You’re Losing Sales and Don't Know Why- Bank Information


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Are your apps ending up in the graveyard—abandoned at 85% because a client didn’t want to give you their bank info? You’re not alone, and this episode is for YOU.

In this episode, the team breaks down: ✅ Why so many telesales applications blow up at the finish line ✅ How to build and maintain trust throughout the entire conversation ✅ The real reason clients hesitate to give their Social or banking info ✅ What “setting the table” really means—and how it sets the tone for the entire sale ✅ How your tone, pacing, and confidence can make or break the deal ✅ Why using words like “auto-draft” could be costing you money

This isn’t about scripts—it’s about principles. When you understand the stakes, communicate with empathy, and speak with authority, you become the trusted expert your clients need.

👉 Want to sharpen your skills and stop losing sales at the finish line? Get on the waitlist for our next Telesales BootCamp: https://shop.lifeinsuranceacademy.org/telesales-waitlist 

Drop a comment if you’ve ever had an app crash right at the end. What’s worked for you to turn it around? Let’s grow together.

 

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Life Insurance Academy PodcastBy Life Insurance Academy

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