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Some people would talk to me but they wouldn't give me their social security # and then I would be at an impasse.
Some people would talk to me but they wouldn't give me their social security # and then I would be at an impasse.
I've sold a lot of term over the phone in the past and they not only will give you their SSN over the phone, they will give you their checking account information. First they have to trust you.
You do realize that this is the 21st century don't you? Who in their right mind would give a complete stranger their SSN over the phone? Set appointments and sell face-to-face.
I've sold a lot of term over the phone in the past and they not only will give you their SSN over the phone, they will give you their checking account information. First they have to trust you.
Yes, but he is selling final expense and a product that is not approved for phone sales. He is going to have to see them in person. Also, he is obviously struggling with the trust issue, so why create another problem?
He needs to go see them and finish the app there. That or if he really wants to do phone sales, find a product that is approved for it and get better at gaining trust.
I am right now learning about medicare. I was reading about Frank Stastny and Medicare 101, and medicare agent training.