In this video, you will learn the most important step in the sales process, Fact Finding / The Money Talk! Learning how to engage your prospect in a conversation about "Their Money" involves the skill of professional fact finding. Once your prospect opens up about their personal financial assets, a client is born! IMPORTANT! ✅ You'll Need a "Senior Market" Fact Finder! No Cost - The Academy Fact Finder: https://jeremysmithacademy.com/wp-content/uploads/2024/09/LIFE-INSUR-FACT-FINDER.pdf ✅ Do you have a question? Leave a comment below! #insuranceagenttraining #jeremysmith #jeremysmithacademy #insurance agent #manager #trainer #agency owner #medicare #finalexpense #longtermcare #LTC #annuity #moneymanagement #financial #federaltaxes #statetaxation #banking #IRS #financialliability #payingtaxes #scheduleC #1040deductions #homeoffice #IRA #roth #SEP

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