Let's take a closer look at your role on the estate planning team. Your role is to serve as a catalyst, a motivator and a coordinator, in addition to providing the insurance products that will help to meet the client's estate planning objectives.
- The Agent as a Catalyst
– Because of your skill in identifying and approaching prospects, you are frequently the professional in the best position to help people recognize that they have estate planning needs. Your role as a catalyst is especially important because many people do not realize that they need, and can financially benefit from, estate planning services, until you bring it to their attention.
- The Agent as a Motivator
– With your presentation skills, you play a key role in helping people recognize the importance of implementing an estate plan.
- The Agent as a Coordinator
– Someone has to call the plays, and the agent is typically best positioned for that role. You must coordinate the activities of the estate planning team to ensure that the plan is fully implemented.
