Hi Everyone,
I'm spending many an hour going through this forum and am very grateful for all of you that contribute. I am learning quite a bit and look forward to one day making some sort of positive contribution myself.
I've recently gotten my license for Life A&H,and I've decided to go it alone,independent,be my own boss sort of thing.I'm appointed with a couple of companies thus far and looking to add a few more of course. I'm such a virgin in this new career that I still have to get my business cards printed up. Still looking for an answering service for phone numbers before I do so.
However,as my heading suggests,does anyone use a simplified fact-finder or needs analysis type of thing,to calculate how much insurance Mr Client should actually carry to adequately meet his and/or his family's true life insurance needs?
If anyone has something of this nature that you may be able to share with me,it would certainly be very much appreciated.
Thanks everyone.
I'm spending many an hour going through this forum and am very grateful for all of you that contribute. I am learning quite a bit and look forward to one day making some sort of positive contribution myself.
I've recently gotten my license for Life A&H,and I've decided to go it alone,independent,be my own boss sort of thing.I'm appointed with a couple of companies thus far and looking to add a few more of course. I'm such a virgin in this new career that I still have to get my business cards printed up. Still looking for an answering service for phone numbers before I do so.
However,as my heading suggests,does anyone use a simplified fact-finder or needs analysis type of thing,to calculate how much insurance Mr Client should actually carry to adequately meet his and/or his family's true life insurance needs?
If anyone has something of this nature that you may be able to share with me,it would certainly be very much appreciated.
Thanks everyone.