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The Socratic Coach Book title: The Balanced Life Experience
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The Trust Approach™

A unique part of our coaching and educational services is The Trust Approach™. It is a proven selling system for the marketing of life insurance. The Trust Approach™ takes you on a simple journey from the time you shake hands at the front door to your office or at the front door of your prospect's home through the agreement to take action by your new client.

The Trust Approach™ educates… why people do and don't buy life insurance.

The Trust Approach™ clarifies… what is on the mind of a potential buyer of life insurance.

The Trust Approach™ informs… you on what information is needed to make a good presentation to the life insurance buyer.

The Trust Approach™ provides… the tools needed to approach the new prospect on a favorable basis.

The Trust Approach™ helps… the buyer to have trust in the agent and the seller to have confidence in the process.

The Trust Approach™ trains… the agent, manager and company on a professional approach to the life insurance purchase.

* It is incumbent upon the agent, the manager and the company to make sure that the proper information is provided to the end buyer so that the entire presentation complies with company rules and state insurance laws.


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The Socratic Coach • 1042 W. Hedding Street, Suite 288 • San Jose, CA 95126
408.551.2288 • (Toll Free) 888.593.Coach (888.593.2622) • Fax 408.248.2622
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