Question

What opportunity does the agent have when inquiring about the receipt of the Policy Document from the customer?

a.

To ask for referrals

b.

To request more premium payments

c.

To promote a different insurance product

d.

To convince the customer to cancel the policy

Posted under IC38 Life Insurance Agent Exam

Answer: (a).To ask for referrals Explanation:The agent can ask the customer for referrals, i.e., the names and particulars of other individuals who can benefit from the agent's services.

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Q. What opportunity does the agent have when inquiring about the receipt of the Policy Document from the customer?
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