Multiline Edition
Understand how today’s consumers really make financial choices.
Engage consumers by aligning to their mindset and preferences.
Naturally pivot to life and financial needs by engaging in courageous conversations.
Quickly build trust using proven questioning and collaborative discovery skills.
Motivate today’s consumers to act on their intentions.
Create cross-selling opportunities with communication techniques that deepen relationships.
Your Multiline Agents Will:
Equip Your Multiline Agents With the Skills and Confidence To Successfully Pivot to the Life Insurance and Financial Services!
Most consumers today are looking for trustworthy financial professionals who can help them address all of their insurance and financial needs. Unfortunately, many don’t realize their home and auto agent is a full-service financial representative. Trustworthy Selling MultiLine can help your agents proactively pivot to life insurance and financial services conversations in order to serve more of their customers’ financial needs.
It united LIMRA consumer research with field-tested language and techniques drawn from HPN’s network of successful new advisors.
New skills are mastered through practice, role play, application projects and follow up coaching.
Lessons are made memorable through use of real-life case studies.
Content is easily incorporated into day-to-day activities with a language reference guide, demonstration videos and other online resources.