Over 150.000 insurance professionals and consumers come to the Insurance Forum every month. Click here to register for FREE

Go Back   Insurance Forums > Insurance Agents and Brokers Forum > Retirement Planning Forum

Reply to Investment Probing Questions     
Old 09-12-2017, 03:01 PM   #1
New Member
Join Date: Oct 2016
State: srock is an Insurance Agent from Undisclosed Location
Investment Probing Questions Investment Probing Questions
Hey guys, I'm an advisor who works with a lot of Medicare clients and I wanted to start cross selling more especially towards investments/annuities! I was curious if you had any questions, facts, or tricks that get you a lot of sales because if they are at Medicare age then they usually are retiring and have all the money! Just trying to grow my AUM up and show more value to my clients. Let me know what you think!
  Reply With Quote to Investment Probing Questions

Reply to Investment Probing Questions 

  Insurance Agent Forum > Insurance Forums > Insurance Agents and Brokers Forum > Retirement Planning Forum

Similar Threads with Investment Probing Questions
Thread Thread Starter Forum Replies Last Post
Best Questions for Life Insurance Sales? Mick_Keyou Life Insurance Forum 15 03-19-2017 07:02 PM
Top Ten FE Questions During Presentation sshafran Final Expense Forum 15 03-04-2014 06:08 PM
Got a Few Questions Bryan T. Health Care Reform Forum 4 01-07-2014 09:43 AM
How to Hook Your Prospect and Common Questions to Ask Them dgoldenz Life Insurance Forum 33 05-24-2013 09:34 AM
Questions to Ask MaineMan Insurance Leads 1 01-27-2010 05:39 PM

All times are GMT -5. The time now is 02:01 PM.

Forum enabled with vBulletin®
Copyright ©2000 - 2017, vBulletin Solutions, Inc.

Join the Forum - It's FREE

Share This Page

Weekly Poll

Where do we go from here? POLL
Nothing - No ACA fixes - status quo
29.82 %
HHS Rulings and band aid bills
17.54 %
Hail Mary repeal and/or replace bill
17.54 %
A bipartisan bill to fix ACA
35.09 %

Voters: 57. This poll is closed