Performance improver of the day

16. Increase the yield per meeting, without much effort

It is often useful to bring another idea to the business meeting, to discuss and propose with the prospect or client after the relevant business has been dealt with. For example, if you meet a client to discuss Pension Planning, bring two further illustrations to the meeting for Critical Illness/Life Insurance. One for $100 per month, premium related quote | for whatever level of cover this could generate and a second illustration for $250,000 level of cover related application, at whatever monthly premium. After the discussion on retirement and pension planning has been concluded, say "I almost forgot | I have another idea I wanted to show you". This is an interesting plan | it generates a large amount of Tax free cash in the event of serious illness or disability, or on prior death. This is a unit of cover that $100 per month could buy you, and that is what a unit of $250,000 cover would amount to each month. How many units would you like to effect on yourself? How many on your Wife?