Analyse Client Needs

Course Overview

This course will comprehensively develop you to sell NEEDS and not policies.

It addresses the essentials of needs-based consultative selling.After comparing financial objectives with existing resources, the need for additional insurance becomes obvious to prospects.This course is designed for new producers or for experienced agents who wish to upgrade their skills from package or products selling.This course will comprehensively develop you to sell NEEDS and not policies.

Learning Objectives

What you'll learn

On completion of this course, you will be able to accomplish the following:-

  • Compare needs selling with product selling;
  • Recognize the importance of needs selling;
  • Define and enumerate the steps to a successful sale;
  • Describe the fact-finding function in needs selling;
  • Use an effective case analysis methodology;
  • Prepare effective solutions and complete the sale;
  • Recognize the process of building lifetime clientele.

Download Course Brochure

Module 1: Introduction

The Road to Success

The Need for Life Insurance

Needs Selling vs. Product Selling

Module 2: Course Overview

Course Objectives

Module 3: An Overview of Life Insurance Needs

Module 4: Meeting Money Needs

Module 5: Social Security

Module 6: Needs Analysis Prospecting and Approach

Module 7: Fact Finding

Module 8: Case Analysis

Module 9: Meeting the Needs

Module 10: Analyzing Needs in Other Situations

Module 11: Building Lifelong Clientele

Price: $125

This Course includes:

   Text-based content

   4 Weeks