iPipeline CIS / Needs Analysis

Basic Life Insurance Needs

The needs-approach to selling life insurance generally creates larger sales, more satisfied customers and protection from competition. It is a non-threatening method of educating the client, gathering data and working jointly with the client to solve his or her issues. Because the solution created during the process comes from the client's own data, closing is easier.

As a building block approach, Basic Life Insurance Needs takes you and your client through the entire insurance planning process. Understanding the reasons for purchasing life insurance and its many benefits is paramount to a complete and compliant sales process.

Three "income needs" periods are included: the dependency period (until the youngest child turns 16), the pre-retirement "blackout" period, and the retirement period.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.