Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Who do you use for your life insurance currently?
How long since you've shopped your insurance out?
If you couldn't work for 1-2 years, will your business and family be OK financially?
Describe How You Would Like To Be Introduced Via Email
I wanted to introduce you to my colleague Stephen Finney with Northwestern Mutual. He works with business owners and families all over GA with their life insurance solutions. I don't assume you need anything on that front, but I believe it's worth a conversation because you are the type of person I know he is looking to meet.
I don't know if it's an exact fit, so I'll let you two take it from here!