How do you create urgency to get them to buy the policy NOW!!!!!?

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Why did they sit down with? Was the insurance part of a financial planning situation or did you push it? Does the client see the need?

If they do, then start the underwriting. They don’t have to buy until underwriting is complete and that takes time. Tell them you want to see what they can qualify for, and when you do, we can relook at how you pay for it.

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