Unit XX Business Insurance

Prospects won't share sensitive information about their company's finances unless they trust and have confidence in you. Basically, there are two ways to ask for financial statements.

Interest the prospect in a service you offer, such as Business valuation, which requires information found on the company's financial statements.

Ask! Just be sure you're in a solid position with the businessowner.

By using a consultative, problem-solving approach, however, obtaining your prospects' financial statements should become a fairly routine matter.

Want to know more? This information was based on the key person insurance agent's Adviser Guide (Form 2401), which provides a more detailed discussion of the topic.

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.