Long-term care insurance is a critically important product line for clients who like to plan ahead. Knowing who those individuals are is key information to help you in your search for new clientele.
Here are some things to look for when prospecting new clients:
- Demographics: 45-65 years old, family-oriented, and members who are exposed to friend or family member who has needed LTC services.
- Triggers to buy: Planning for retirement, birth of a grandchild, or a love one needing care.
- How people educate themselves: Family & Friends, their employer, insurance brochures.
Use this flyer as a quick reference tool to help you identify prospects and indicators of a possible need.
If you have any questions, please contact Mutual of Omaha’s Sales Support at (800) 693-6083.
Kicking The New Year Off With The Right Conversations
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