Filed Under:Your Practice, Sales Marketing

Find Your Fact Finder

It's common knowledge that most appointments should start with a good fact-finding conversation. While some agents have no trouble launching the discussion unguided, others find a good fact finding sheet — or several — crucial to the process.

If you're unhappy with your current fact finder or don't have one at all, try one of these. Have a better fact finder you'd like to share? E-mail it to, and I'll post it here.


Financial Analysis Worksheet, courtesy of Symetra


Financial Needs Estimator, courtesy of Symetra


Life Insurance Planning Worksheet, courtesy of Symetra


Estate Planning Questionnaire, courtesy of MetLife

Top Sales and Marketing Ideas - 2014

Special Feature

2014 100 Best Sales & Marketing Ideas

There are a million ways to sell an insurance product, and any one of them may work depending on your target market, your product lineup and your own unique skill set.

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