Asking the Right Questions: Mastering LTCI Client Conversations

Get ready to elevate your client conversations in this panel discussion with LTCI specialists Mary Sizemore and Richard Rusoff! This session dives deep into the art of the first conversation—helping you approach every new client with clarity and confidence.

• Understand how to set the stage when first speaking with a client, both from an emotional and a financial perspective.
• If LTCI isn't an option, learn to recognize which health questions can help you pivot to a different product sale.
• Strengthen your skills and build confidence in your consultation and sales process.

Moderated by La Rae Mills, Mary and Richard will share their decades of experience in working with clients directly as well as their expertise in helping agents build their business.

You’ll walk away with the right questions in hand, a deeper understanding of your client's needs and thought process, and the confidence to guide any conversation to a successful outcome!

Download the handouts from this session >>