Three different labels are set up for different social roles As an agent, choose three tags to present yourself to clients

The new generation of consumers is changing from a sense of trust in interpersonal relationships to improving knowledge and cognition. Boosts demand for brokers

One year later, family, work, connections, and inner state

Information, knowledge, methods and skills

Customer positioning

Profit model

Product selling point

Operational efficiency

I think

Three standards for teachers

Four major sectors

Break into pieces and cut into pieces at any angle

The whole family wants to vote. Question: Which family member can be cut off and left alone?

Buy insurance for your family and reduce your own stress. Buy insurance for yourself and reduce your family's stress.

For the anxious heroine, take off the burden and give her a "husband"

To the conceited male protagonist: Hello sir, your wife dragged you to learn about insurance, which shows that she is quite anxious. She is very worried about you and will put a lot of pressure on you if there is a risk to your family. . . . .

referral

I draw and I tell

I'll talk about guest paintings

Guest painting, I ask

Just listen patiently to the end

Do you know how many categories there are in commercial insurance? For example, is a sudden heart attack an accident?

Do you know which types of products your family members need?

Do you know how much each family member needs to buy for each type of insurance?

Do you think your family must buy insurance? Under what circumstances should I not buy it?

Do you know how to balance premiums if they account for too much of your finances but ensure sufficient coverage?

The customer is confused. Okay, then you can just follow my train of thought. Take out paper and pen

Comprehensive protection with sufficient sum insured

Listen to the recording again

Policy arrangement - using a family structure diagram to present different role insurance types and insurance amounts at a glance

Publicly introduce insurance

Listen to the recording again

The cost of protection shared by all insured persons

Influencing factors: probability of risk occurrence (life table used by actuarial calculations, coverage, exemption clauses...) management methods formulated by supervision, (limitations on insurance types, capital operations, etc.) predetermined interest rates, number of insured persons, etc.

The highest proportion of insurance premiums, purpose

Influencing factors: survival deposit requirements, current price requirements, realization requirements, predetermined interest rate

Insurance company’s operating expenses, marketing expenses, policy management expenses, commissions, etc.

Influencing factors: sales form, sales channel, sales cost, service cost

explicit

invisible

form

Amount

People, projects, expenses, add up

Life insurance is really important, but few people will sell it to you. (Objective and responsible, strengthen anxiety and strengthen responsibility)

It has strategic insurance and must be discussed!

If you don’t mind the trouble, you can get one for each beneficiary.

beneficiary

Emergency Contact

Create cash flow to prepare for the distribution of the estate after death

3322

The higher the better

Working backwards, how much does it cost per month? Figure out how much it costs each year? Divide by annual interest rate. Simple and rough, wealth and freedom