"Financial advisors are really great at helping you accumulate money. I'm really great at helping you protect your money."

-Michael Weaver

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What’s in this episode

• Financial advisors help accumulate money; insurance protects it.
• Understanding client objections is key to effective selling.
• Use the one to ten scale to gauge client interest.
• Encourage clients to seek a second opinion on their financial plans.
• Address the potential risks of relying solely on retirement funds.
• Asking the right questions can uncover client needs.
• It's important to maintain high standards in financial advising.
• Conversations about life insurance can be uncomfortable but necessary.
• Help clients envision their ideal financial future.
• Time and attention are crucial in client relationships.

In this episode of The Insurance Buzz, Michael and Courtney continue their four-part series on overcoming common life insurance objections. Today’s focus: "My financial advisor says I don’t need life insurance." They dive into how to effectively handle this objection without pushing too hard, emphasizing the importance of providing a second opinion and protecting clients' financial futures.

RESOURCES + LINKS

Watch the full episode on YouTube: HERE

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