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I'd like to know if you have discovered any easy to teach tricks or strategies that have helped your clients save money on their policies.
I can't take credit for the idea mentioned below. My better half came up with this one.
She is a school psychologist who has no interest in being an insurance agent. However she can't sit still. So in the last few weeks before she gave birth to our son (now almost 4) she volunteered to work as my assistant. She came up with an insurance buying strategy that can save a client thousands of dollars a year.
She discovered that families in certain situations could get a much better deal by purchasing separate health insurance policies.
Has anyone else come across any other strategies that that have helped their clients but that might not be common knowledge even among insurance agents?
I can't take credit for the idea mentioned below. My better half came up with this one.
She is a school psychologist who has no interest in being an insurance agent. However she can't sit still. So in the last few weeks before she gave birth to our son (now almost 4) she volunteered to work as my assistant. She came up with an insurance buying strategy that can save a client thousands of dollars a year.
She discovered that families in certain situations could get a much better deal by purchasing separate health insurance policies.
Has anyone else come across any other strategies that that have helped their clients but that might not be common knowledge even among insurance agents?