When to Cross Sell and When Not to Cross Sell

I'm often asked, “WHEN is the best time to ask your client, or potential client, about other products that they may be interested in?”

Yes, there are plenty of things that your clients may eventually want to purchase, but the best thing to do is to first make them a client, preferrably by saving them money. Then, and only then, talk about cross selling other products to your Medicare Supplement client.

Also see this related post: http://medicareagenttraining.com/where-to-focus-the-riches-are-in-the-niches/