How to tell a bad life insurance pitch

Sara Grillo

In this podcast I talk with Broc Buckles of BC Brokerage about how to avoid falling for a bad life insurance pitch.

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Bad life insurance pitches are all over the place!

If you are a financial advisor, your clients have probably been pitched bad life insurance. Learn:

• What to look for in the illustration to know if it’s a bad pitch
• How the life insurance should fit overall into your client’s financial plan
• What happens if the life insurance isn’t a good fit for the client
• How some insurance products are bad, just bad, and how to tell
• “Plan before policy” according to Broc Buckles, and what that means

Enjoy the show!

Sara’s upshot

Thanks for reading my blog about how to tell if a life insurance pitch is bad.

• I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.
• I am an hourly consultant for those who just need one-time or recurring guidance
• People hire me as a ghostwriter to write content for a project fee
• I have a social media training program
• I have a book about what to say on LinkedIn messenger

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