Ever been in the Property and Casualty insurance business? Guys and girls that I know in that business, keep a record of coverage expiration dates with their clients and prospects. They place it in their CRM and then call prior to that date and ask for an opportunity to “quote” their coverage.
Hey, CD’s have expiration dates too. Did you know that April and October are two of the biggest months for CD purchases? The reason is, they are rolling those dollars over.
So, how about calling these prospects and clients. Ask “do you have any Certificates of Deposit? If so, when do they mature? Would you mind if I gave you a quote on a MYGA… our CD alternative, and see if I can get you a better interest rate.”
If nothing else, this is a good conversation topic. Give it a try as April is around the corner.
Hey, CD’s have expiration dates too. Did you know that April and October are two of the biggest months for CD purchases? The reason is, they are rolling those dollars over.
So, how about calling these prospects and clients. Ask “do you have any Certificates of Deposit? If so, when do they mature? Would you mind if I gave you a quote on a MYGA… our CD alternative, and see if I can get you a better interest rate.”
If nothing else, this is a good conversation topic. Give it a try as April is around the corner.
 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO The Ohlson Group 1-877-844-0900 |
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