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Lincoln Financial: How to Have More Effective Conversations with Your Clients
September 11, 2018 @ 12:00 PM - 1:00 PM
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How to Have More Effective Conversations with Your Clients
Tuesday, September 11, 2018 | 1:00 – 2:00 p.m. ET (10:00 – 11:00 a.m. PT)
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The words that we use with our clients matter. But too often there’s a disconnect between what we SAY and what a client HEARS.
Join host Steve Sabol, Competitive Market Solutions Creative Director, and his guests to kick off Life Insurance Awareness Month at Lincoln and learn about:
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ONE big idea: A discussion with Michael Maslansky from Maslansky + Partners to learn how to better communicate your value and the value of life insurance to your clients, and actionable ideas you can implement into your practice
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DC minute: Legislative update with Tom Commito
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ONE sales idea of the month: What happens if your clients outlive their assets? Do they have a plan?
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The Lincoln advantage: A turn-key approach to policy reviews with Lincoln’s Post Issue Policy Management Platform
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NOW what? A 15-minute questionnaire can help quickly determine the amount (and type) of life insurance that may be appropriate for your client, and a look at a playbook with over a dozen sales ideas
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| Not a deposit |
Not FDIC-insured |
Not guaranteed by any bank or savings association |
May go down in value |
| Not insured by any federal government agency |
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates, including broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obligations.
LCN-2219465-082218
LIF-GEN-18-0004_LIF-ONE-eML002_Z07
©2018 Lincoln National Corporation
LincolnFinancial.com
Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087
877-ASK-LINCOLN
877-275-5462
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