Script: How to Start the Premium Financing Conversation with Clients

The hardest part of introducing a new opportunity to clients is starting the conversation in the first place. The wrong words can set you back, but the right words can unlock a world of opportunities for both parties. It helps to have a step-by-step guide on how to talk to clients, allowing you to broach a new topic in the right way.

Download this guide now for a script you can use while talking with clients about using premium financing with life insurance policies. The guide also includes:

  • A description of the main benefits of this strategy,
  • A list of  qualifications your clients should meet for this to be a good opportunity for them, and
  • Simple steps describing how it works.

Use this tool to start the conversation with clients now and grow your book of business with confidence.



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