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In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch.
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”Â
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”Â
Bad life insurance pitches are all over the place!
If you are a financial advisor, your clients have probably been pitched bad life insurance. Learn:
- What to look for in the illustration to know if it’s a bad pitch
- How the life insurance should fit overall into your client’s financial plan
- What happens if the life insurance isn’t a good fit for the client
- How some insurance products are bad, just bad, and how to tell
- “Plan before policy” according to Broc Buckles, and what that means
Enjoy the show!
Sara’s upshot
Thanks for reading my blog about how to tell if a life insurance pitch is bad.
- I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
- I am an hourly consultant for those who just need one-time or recurring guidance
- People hire me as a ghostwriter to write content for a project fee
- I have a social media training program
- I have a book about what to say on LinkedIn messenger
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