How to Handle the Death of a Client

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Agent Survival Guide Podcast

Business


  What happens when your client passes away? What can you do for their loved ones? We outline the proper steps to take in this difficult situation. Read the text version. Register for your FREE RitterIM.com account   Mentioned in this episode: Contact the Team at Ritter Insurance Marketing Medicare: Report a Death What Do I Say After a Client Dies? 5 Real-Life Medicare Sales Scenarios & How to Handle Them Final Expense Insurance Sales Opportunities You May Be Missing   More episodes you’ll like: Selling Life Insurance to Clients with Budget Concerns Should Insurance Agents Have Their Own Website? Offer Clients Cancer Insurance Featuring Coverage for Genomic Sequencing   Articles to Share with Your Clients: Measuring Your Health Apart from Weight Loss Using Cumin in Your Cooking What are State Pharmaceutical Assistance Programs?   Ritter Insurance Marketing eBooks & Guides: A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products The Complete Guide on How to Sell Final Expense Insurance The Complete Guide to Client Loyalty and Retention   The latest from Ritter’s Blog: 4 Myths About Dual Eligible Special Needs Plan (D-SNP) Sales How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training Learning from Lost Medicare Insurance Sales   Subscribe & Follow:   Apple Podcasts Google Podcasts Overcast Podbean Spotify Stitcher   Connect on social:   Facebook LinkedIn Twitter YouTube Instagram TikTok Sarah’s LinkedIn Sarah’s Instagram