FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The price varies depending on what the circumstances are
- What is your typical process for working with a new customer?
I asked questions to find out what financial problems they have. Then present a solution that can help their situation.
- What education and/or training do you have that relates to your work?
I’m life insurance licensed and series 6 & 63 licensed