FACT FINDING QUESTIONS for Life and Health Insurance Agents HOW TO TRANSITION to Fact Finder

Jeremy helps independent life & health agents and agency owners scale using proven business development systems, not just leads. Apply to work with Jeremy: https://jeremysmithacademy.com/working-with-jeremy Book an intro call with Jeremy: https://calendly.com/jeremysmithacademy/jeremy-smith-intro-meeting Be sure to check out the Academy's FREE New Agent Webinar! https://go.jeremysmithacademy.com/start Jeremy answers a viewer's FACT FINDING QUESTION for Life and Health Insurance Agents, "How do I segue to the fact finder during my sales process?"  ✅ Get your copy of the FACT FINDER: https://jeremysmithacademy.com/wp-content/uploads/2024/09/LIFE-INSUR-FACT-FINDER.pdf ✅ Do you have a question? Leave a comment below! Watch Jeremy’s SALES PROCESS playlist here: https://www.youtube.com/playlist?list=PL0eJz3Ew51o94G5G9vYQVSBW20A738Ibe Or choose from the following videos: Step 1 - The Warm Up - https://youtu.be/rhxHuUlD0CQ Step 2 - Fact Finder - https://youtu.be/k2oj16uPZZQ, https://youtu.be/yRZljuviy_s Step 3 - Evaluation - https://youtu.be/yRZljuviy_s Step 4 - The Turn - https://youtu.be/yRZljuviy_s Step 5 - Product Presentation Step 6 - Close ____ Step 7 - Empathize - https://youtu.be/PyhJ5Bx4OAc Step 8 - Isolate Objection - https://youtu.be/PyhJ5Bx4OAc Step 9 - Overcome Objections - https://youtu.be/PyhJ5Bx4OAc Step 10 - Re-Present and Re-Close - https://youtu.be/PyhJ5Bx4OAc CONNECT ON SOCIAL: ○ LinkedIn - https://www.linkedin.com/in/JeremySmithAcademy/ ○ Instagram - https://www.instagram.com/JeremySmithAcademy/ ○ Twitter - https://twitter.com/JSAcademy2020 ABOUT JEREMY SMITH ACADEMY: Jeremy Smith is the #1 rated Insurance sales and marketing business coach in the US. With nearly 15 years in the industry as an insurance agent, trainer, manager, insurance agency owner and now business development expert, Jeremy is offering access to his Playbook - Best Practices in order to help fellow Independent Life and Health Insurance Agents and Agency owners make massive progress in their careers. SUBSCRIBE to Jeremy Smith Academy here: https://www.youtube.com/channel/UCC_89XiMDNow4qtZhBrK0HA/?sub_confirmation=1 ABOUT THIS VIDEO: In this video, Jeremy answers a viewer's question about the FACT FINDER, "How do I transition to the fact finder during my sales process?" You will learn Jeremy’s method of moving smoothly from The Warm Up phase to the Fact Finder with confidence and how to overcome the initial awkwardness. (Jeremy Smith Academy): https://youtu.be/EhvA_o26gOE #InsuranceAgentTraining #InsuranceAgent #JeremySmithAcademy All Rights Reserved. Copyright, Liability Waiver and Disclaimers As per and unless otherwise permitted under the United States Copyright, no part of the content of this video or any video published under Jeremy Smith Academy shall be stored, copied, recreated, republished, or transported. The advice, guidance, and principles outlined in all content produced by Jeremy Smith Academy are not responsible for any damages that result from an effort to implement the information provided. Your use and viewing of any materials and videos published by Jeremy Smith Academy confirms your acknowledgement and agreement that Iowa law will apply to any and all disputes related to the aforementioned entities and that Iowa will serve as the venue for any disputes, claims, and litigious activities. Jeremy Smith Academy and all other associated persons including but not limited to independent contractors, employees, and affiliates, research and review all content for this site to the best of their abilities but make no guarantees as to the complete accuracy and inclusion of all relevant information for each video.