Hello,
So I have been able to partner with P&C Agents, though they only give me like 3 or 4 referrals a year. Also, try and partner with mortgage brokers, they seem to like the concept of mortgage protection. But they never follow through with giving me referrals. I even have a simple marketing system for them, they don't even have to ask any questions just basically let them know that I'll be calling them to make an appointment about their mortgage protection.
Do you have any tips? I'm really interested in partnering with lawyers and cpa's but don't really know how to start a conversation with these other professionals which is where I really want to offer my services.
I specialize in life insurance don't do much health.
Thanks,
Lorena Tomasini
So I have been able to partner with P&C Agents, though they only give me like 3 or 4 referrals a year. Also, try and partner with mortgage brokers, they seem to like the concept of mortgage protection. But they never follow through with giving me referrals. I even have a simple marketing system for them, they don't even have to ask any questions just basically let them know that I'll be calling them to make an appointment about their mortgage protection.
Do you have any tips? I'm really interested in partnering with lawyers and cpa's but don't really know how to start a conversation with these other professionals which is where I really want to offer my services.
I specialize in life insurance don't do much health.
Thanks,
Lorena Tomasini