Coverage spoke with Donna to learn more about her experience working jointly with Sarah.

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HOW DID YOU AND SARAH BEGIN WORKING TOGETHER?
I had a client who presented me with a couple of obstacles. The first was he wanted to invest in stocks instead of life insurance or annuities. The second was he had had a bad experience with his previous life agent.

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Sarah and I met with him and his family. She made them feel comfortable and clearly conveyed the features and benefits of our products and services.

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By the time Sarah finished, the client realized he really didn't want stocks. Instead he bought four life apps and an indexed annuity.

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He couldn't thank us enough.

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WHAT OTHER CASES HAVE YOU AND SARAH WORKED TOGETHER?
We had one big case that was amazing.

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The clients told me they wouldn't sign anything until her sister, who was an attorney, reviewed our proposal.

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But after Sarah and I met with them, they said they wanted to finalize everything right then and there and asked "Where do we sign and who do we make the check out to?"

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The clients said they understood everything that had been presented and it was exactly what they needed. They said it was a big check to write, but they could see the benefits. They were happy to finalize.

 

Then they hugged us. What a great feeling.

 

WILL YOU CONTINUE TO WORK WITH SARAH?
Sarah is amazing. I plan to work with her on all my cases. I wouldn't be in the position I am today without her.

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ANY ADVICE TO AGENTS WHO HAVEN'T WORKED WITH SARAH YET? 

Yes. If you're not working with Sarah, you're missing out on some nice cases.

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IS THERE ANYTHING ELSE YOU'D LIKE TO ADD? 

I'd like to say "Thank You" to Sarah for all her help.

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To find out more about integrating Sarah into your business, please contact her at: 208-484-8259 (cell), or sarah.phillips@fbfs.com.

 

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