We in the insurance industry can become guilty of the same thing as this doctor. We find a product, for instance a disability policy, and start investing our time (as well as the client's) into that product, instead of listening to the client and finding out what they really need. In the end, the client isn't happy and the agent doesn't make the sale.
Look us up at Surf Financial Brokers and let us hear what you need to discuss. Life insurance, retirement planning, long term care or disability insurance. We want to listen to you.
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