3 Keys to Capturing Affluent Clients by Peter Kaplan

We all learned that the shortest distance between two points is a straight line. Well, it appears that some advisors take it literally when selling life insurance to the affluent prospects. “Just let me get in front of well-to-do prospects and I’ll take it from there.” Therefore, some advisors fail when attempting to break into the affluent life insurance market. They dream of getting face-to-face with affluent prospects and walking away with signed applications. This rarely comes true. Advisors who want to be successful in the affluent market space, unlock the door to winning large cases by using three keys