The Objective of This Chapter:

  1. Helping agent to fact find the need of the prospect
  2. Helping client to understand their own need using life planning model
  3. Helping client to prioritise their need
  4. Helping client to allocate their resources based on their priority
  5. Helping client to understand what they are having now and what is lacking

 

ALWAYS START TO TALK ABOUT LIFE
WHEN YOUR PROSPECT DOES NOT SURE WHAT'S HIS NEED
WHEN PROSPECT SAYS HE HAS A LOT OF POLICIES