
- Image by dave_mcmt via Flickr
I found that the institution of life insurance was one of the sustaining pillars of our
American economy, and it was worthy of the attention of any prospect. After getting
thoroughly saturated with all the knowledge pertaining to life insurance, I began to
study the prospect. Where does he fit in? Where is his place in this great network
of economic, social, and financial relations? I found that the whole system of life
insurance was set up for one purpose only, and that was to serve the needs of
the prospect. A life insurance policy was a declaration of financial independence,
embodying guarantees that would solve the prospect’s family problems, help him
to solve his estate problems, help him to solve his retirement problems, and help
him to realize his hopes, ambitions, and needs. The prospect was not aware
of all the wonderful things that life insurance could do for him. I must tell him.
In creating this Sales Plan for life insurance, I felt I had a lot in common with
the prospect. I knew he had a family, a home, a job, and, in all probability, a lot
of unfulfilled desires. I appreciated one great fact about the prospect: he was a
rational human being with problems and needs and would listen to an appeal on
how to meet them, based on common sense and reason.
Therefore, with a good understanding of life insurance, and with the prospect
as the center of interest, I fitted a life insurance policy about his shoulders. I made
it talk. I made it reveal its benefits and what they meant to him and his family.
This is the Sales Plan I created. In this Sales Plan I refer to the prospect as “Mr. Doe”
and the insurance company as “Every Man’s Life Insurance Company’
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