Agent: "If I could show you tax-favored solutions to your personal and business protection concerns, using business/practice dollars, is there any reason why you would not at least take a look at them?"

Set a specific time and date for a fact-finding meeting, preferably conducted in your office. If you promised to stay no more than 30 minutes, do not pivot to the Business Data Taker, unless your prospect suggests continuing the meeting, and you have time to do so.