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Dear Joe & Fran Jameson:
I want to introduce you to Alonzo Rodriguez, who is a local representative of Ohio National. Mr. Rodriguez has been doing some work with me on income protection and pre-retirement planning, and I have been extremely pleased with the results. Also, I've appreciated the low-key, professional way he does business. If you're not already working with someone and are interested in this kind of planning, I recommend that you meet with him and hear what he has to offer. You won't be disappointed. Cordially, Ken P. Darren, Jr. |
When to Use:
- Delivery Interviews
- Closing Interviews
- Plan Reviews
Try this! After contacting on-profile referrals, let the person who gave you the name know how you did. It's courteous, and gives you another chance to ask for more names!
With these techniques, every contact becomes a prospecting opportunity. In fact, you should ask everyone you meet to introduce you to someone else who fits your profile. Be mindful of state and federal laws governing the sending of unsolicited commercial e-mails. You do not want to put your clients or prospects in a bad situation or compromise them in any way by asking them to do this.