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  • Home
  • About Us
  • Products
    • Life Insurance >
      • New Living Benefits
      • Term Insurance
      • Guaranteed Universal Life
      • Indexed Universal Life
      • Single Premium Legacy Life with ROP
    • Annuities >
      • MYGA
      • Fixed Indexed Annuity
    • Retirement Income >
      • MYGA with Lifetime Income Rider
      • FIAs with Lifetime Income Rider
      • IUL Tax Free Retirement Income
    • Hybrid LTC
  • Carriers
  • Sales Suite
    • Annuities—Info & Rates
    • Your MoneyGuard Resource
    • Wealth Transfer
    • Protecting Assets from LTC Expenses
    • Marketing Resources >
      • LIAM 2021
      • Breast Cancer Awareness
      • Brainsharks
      • Videos
      • Marketing Materials—Life/Annuity
      • LIMS Marketing
  • Consumer Resources
    • Looking for Life Insurance
    • My LIMS Policy
  • Broker Tools
    • Secure File Upload
    • LIMS Deep Dive
    • Quote Engine
    • Uncovering Client Needs
    • Forms
    • IGO APP
    • Underwriting Resources
    • Calculators
    • CE / AML / E&O / NON-Res LC

Uncovering Client Needs

One of the most important elements in the sales process is asking the right questions.  LaBonte Insurance Marketing Services recognizes that agents work with a wide variety of clients and businesses, covering an equally wide array of concepts and the products that are the best fit for different needs.  To assist in asking the right or relevant questions, LIMS has crafted a number of useful discovery questions and questionnaires to help uncover important and often undiscovered client needs.

​General Discovery Questions
​Business Owner's Other Risk
​A Client's Biggest Hidden Financial Risk
Asset Protection Checklist
Capital Preservation Checklist
​
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