Bridging the gap between what clients need and want

Insurance is a concept that needs to be sold to the client, and it can be difficult to bridge between what the client needs and what they want.

As we grow older, get married, build families and start businesses, we come to realize more and more that life insurance is a fundamental part of having a sound financial plan. Traditionally we sell insurance in parts, and budget the idea of Life, CI, and DI separately. What if we did things differently, what if we approached insurance in a more holistic evolving way? As we age, and reach different milestones in our lives, our need for insurance change, but how do we present that?

Overwhelming a client with choices leaves them confused and unsure about the choice they are making. De-clutter the insurance plan! Clients like to purchase things in packages, making them feel like they got a little bit of everything. Show them the difference between different insurance protections within their budget. We have applied this to insurance and found that it works!

Here is an example provided by IA:

If you have any questions feel free to reach out to me directly.

Thank you,

Henriette Bichai

Director, Quebec & Atlantic Regions

Qualified Financial Services

1.514.338.1571 x 252