3/18/2025: Performance Results Network
Teleconference: Recognizing Life Events
Date: Tuesday, March 18, 2025
Duration: 1 Hour
This session will review the eight most common life events that many clients/members or their family members or friends will face in their lifetimes. How do you discover the events, make gracious comments, ask probing questions, create an interest, consultatively close, and follow up with the client/member concerning the life event?
HIGHLIGHTS
- Discussion on nine steps to cover when discussing Life Events
- Identifying clues for specific Life Events
- Creating an interest in initiating conversations about Life Events
- Learning to provide financial as well as non-financial recommendations to clients/ members
- Overcoming objections to your recommendations