SALES FOCUS

• Health Insurance Leads are who we target. Why? Because they are free.

• Annuity up-sells is what we find, when clients have recently lost a job with an inactive 401k that has not yet been rolled-over.

• Life Insurance up-sells come from clients who we find need coverage or need revisions in their current plans due to proper fact-finding providing in our sales script.

• Training is provided - it's not as hard as you think, it's actually very simple & we are here to support you every step of the way.