Whether you’re wrapping up the open enrollment period or looking ahead to 2021, our client assessment worksheets can help you make the most of meetings with your health clients.
These engaging conversation starters are an easy way to help your clients understand how LifeSecure’s ancillary products can provide important financial support, as well as the risk of going unprotected. They’ll also help you uncover your client’s concerns and create a more personal sales pitch.
Check out the Accident, Hospital Recovery and Critical Illness versions of these worksheets.