What's more, depending on the situation, you can do a full presentation, or simply show rates and underwriting information.
If decision-makers or advisers are present who did not attend earlier meetings, be sure to introduce yourself (and your associates, in a joint call) and restate your credentials. Then, review what had been discussed up to that point, emphasizing the prospect's primary concern and the agreements you've already reached.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.