When Complicated Meets Simple

Sep 10, 2024 | Announcements

If you can’t explain it simply,

you don’t understand it well enough!

~ Albert Einstein

In the world of financial services sales, there’s been an explosion of products that sound good but can be very hard to understand.

Quite frankly, many are being led astray by their complexity. Thank goodness some of us are providing some much-needed clarity.

Meet Elena

When we met in 2019, she was afraid of the price, but she’s grown tremendously.

A couple of months ago, Elena helped a customer with their state-to-state transfer and then asked if they were protecting their family with life insurance.

She learned the customer had recently purchased 5 Index Universal Life policies for their family.

The problem is they had no clue how these policies worked. They had been sold.

Many of these policies have illustrations of up to 50 pages with rules and insurance jargon that the average customer can’t possibly understand.

On the other hand, we have a simple approach that you can’t possibly misunderstand. Elena used it to help this customer.

I can’t tell you how proud I am of the person who was once afraid of price, helping this family. Elena walked away with 5 policies for $43,000 in annual premium.

Most importantly, the customer understands what they have now, and couldn’t be happier. Way to go Elena!

Simplicity is your friend.

Now for the Warriors,

who got it done in August.

Life Premium

Tanya’s only had her life license for a year.

She followed the process and served a family,

and they’re happy about it.