I was taught to sell insurance this way: Product → Explain → Convince → Sign. It worked… but it felt salesy. And clients felt it too. That’s when I realised something important: People don’t reject products. They reject being sold. So I redesigned the process. Instead of starting with products, I start with concepts. Ideas. Analogies. Real-life examples. Only when clients understand why insurance and financial planning matter…do we talk about products. That’s what I call Concept Presentation. An
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