More Satisfied Customers We all know that success in our business depends on creating satisfied customers who come back to you for more products and services, and also refer new customers to you. Wouldn’t it be nice if you had some clear advice…maybe even some assistance…on how to create those satisfied customers? Well, an unexpected source may have given you an opportunity. Although life insurance ownership has declined over the last 30 years, and customer satisfaction tends to decline once the policy is delivered, a recent study from J.D. Power and Associates shows that all of that may be changing.
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If you’ve ever discussed long-term care insurance with wealthy clients, I’m sure you’ve run into this objection – “If I need long-term care, I can pay for it from my own investments. I don’t need to pay money for long-term care insurance.” One apparent reason is the tax advantages; however, there is another angle we wanted to share. An advisor called one of our long-term care experts in the home office anticipating the “self-insure” objection – and honestly believing it herself. She had discussed the need for long-term care insurance with a wealthy couple – let’s call them Bob and
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