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Mastering the Fact-Finding Meeting

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Navigating the Fact-Finding Meeting: A Guide for Legacy Agents to Help Clients Secure Their Financial Future

Hey there! If you're an agent here at Legacy, first off—welcome to the team! I want to talk to you today about one of the most critical parts of our job: the fact-finding meeting with potential clients. Trust me, it's not just about pushing policies; it's about understanding someone's life well enough to help secure it financially. It's big stuff, so let's dive in.


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What's New at Legacy

Great Western

Our latest carrier to join our Portfolio. Choosing the right insurance carriers to help you serve your customers is important.

You need to know you are working with experienced organizations who care as much about your needs as they do about your customers. When you partner with AEG and GWIC ®, you can expect:

MyEnroller

Electronic application tool

The most effective way to enroll your

customers in GWIC’s Final Expense

products is by using MyEnrollerSM, our electronic quoting and application tool. MyEnroller is available for desktop computers, laptops, or tablets and works with or without an internet connection. Completing and submitting applications


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New Options Available


Direct Mail allows you to pay only for the leads you receive, making your budget go further. Forget about bulk buying where you might only convert 1% of leads.

Aged Leads Through Integrity Marketing Group's "Buy-per-Lead" model, we offer competitively priced, high-quality leads to help expand your insurance business. We source these leads directly and offer nationwide exclusivity.


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Activities

October

15

AEP Begins

For Life agents Mortgage Protection is the market to focus on during this time..

Our Carriers

What We Do

Contracting

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