Techniques for meeting client needs
By: Glenn E. Stevick, Jr.
Series: Financial advisor series
Publisher: American College Press
Published: 2004
Place of publication: Bryn Mawr, PA
Language: eng
ISBN-13: 9781579960971
Subjects: Selling -- Life insurance.; Life insurance.; Financial planners.
Notes: "Latest revision of LUTC course: Meeting Client Needs.  This book examines the fundamentals of selling life insurance and is organized around the selling/planning process"--P. xvii.
Table of contents: title: The meaning of life insurance; title: The selling/planning process for life insurance; title: Meeting with the prospect; title: Gather information and establish goals; title: Analyze the information; title: Develop and present the plan; title: Implement the plan; title: Service the plan.