Chris' Summer Sales Tips


Chris Valardo, FHG Executive Distribution Officer & SVP has some sales tips to help you shine in the ‘Sale into Summer’ campaign.

1 People spend more time outside and are more active in the summer. It’s a great time to review their disability and CI coverage!
2 The spring and summer seasons are busy for buying and selling homes – it’s a great opportunity to discuss your clients’ mortgage insurance needs and to talk about the shortcomings of bank creditor insurance.
3 Have you spoken with your clients about Par insurance as an asset class? The tax sheltering advantages of permanent insurance are a powerful retirement tool!
4 When was the last time you reviewed your clients insurance needs? Circumstances change like the seasons! Have the discussion now with your clients to ensure they are properly covered.
5 Many businesses file their year-end returns on June 30. This is a great time to review their corporate insurance needs! Key man, trapped surplus, IFA! Talk to your clients today about these great corporate insurance strategies.