Jeff Gaston discusses life insurance products and ways health insurance agents can expand their service to existing clients. The conversation explores term insurance, mortgage protection, final expense, and permanent coverage structures, including indexed and guaranteed universal life. Topics include underwriting, product fit, client needs, and using an established relationship of trust to introduce appropriate protection rather than treating crowdfunding as a replacement for insurance.
In this episode
- Life insurance product types
- Mortgage protection and final expense
- Permanent life structures
- Underwriting and client fit
- Cross-selling through trust
Show notes
In this episode we discuss selling Life Insurance with Jeff Gaston our EVP of Sales. Jeff has a history of selling all types of life insurance and growing a diverse agency himself.