
FA 202 Techniques for Meeting Client Needs
$90.00
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Offers an introduction to the life insurance sales career and the sales/planning process in the personal market. Addresses total-needs selling, the consultative selling process, and the needs for personal life insurance. Presents the skills used throughout the selling/planning process, from the initial client meeting, through fact-finding and sales presentations, to servicing and continuing a mutually profitable relationship. Presents a review of insurance products, policy provisions, underwriting and service.
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