Related Topics:
Fact finding
and in the Tools section:
Insurance Investment Advisor

A prospect is a person who...

• has a need for or can benefit from the purchase of a life insurance policy
• can be seen under favourable circumstances
• has the ability to pay
• can qualify medically

Sources of prospects
Traditional sources of prospects such as family, acquaintances, associates and clients are as relevant today as they have ever been. As in many other areas, new technology must be embraced to bring efficiencies to this vital area of the sales process. Lists of names with e-mail addresses are becoming more readily available and provide access to growing numbers of prospects in a cost-effective manner. A new program, the Insurance Desktop Insurance Investment Advisor, is designed to make use of the Internet to let people prospect themselves and to assist producers with the time-consuming yet essential task of qualifying prospects for specific life and retirement products and services.
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Related Topics:
Fact finding
and in the Tools section:
Insurance Investment Advisor