Life Insurance

How to Sell Life Insurance to Clients Age 65+

Video Summary

In this training we guide you through the process of selling life insurance to senior clients. Learn practical strategies to navigate conversations with seniors and secure sales. Discover the value of selling life insurance to seniors, the step-by-step approach to initiate successful conversations, and the benefits of permanent coverage. Learn how to qualify clients, assess their budget, and present tailored solutions.


(2:40) Why Sell Life Insurance?

Comprehensive coverage for your clients

(9:14) How to have the conversation

Learn how to bring up life insurance, example conversations

(26:18) Finding the right product

How to choose the right product based on your client's needs

(47:13) How to submit business

Applications, underwriting

(51:59) Questions

Agents get their questions answered

Related Videos: