“Let me pass your proposal by my current advisor … to see what he thinks.”
When you hear this statement from your prospective client, what do you think it means? You are excited beyond measure. Why? Because, in your mind, “you have one on the hook.” Your blood pressure is climbing with excitement. They will absolutely purchase your proposed strategy. In a couple of days, they will return to finalize your alternative solution … right? After all, they said, “we will think about it and get back to you.”
Wow … your heart is beating faster. How could anyone possibly reject the results of your intelligent strategy? After all, your plan includes a lifetime income. Right again. It’s a real winner. After all, it bypasses probate. How can they ignore that feature? After all, it’s protected against creditors, claims and lawsuits. Nobody could pass it up.
They are certain to buy. You pat yourself on the back. Your super salesmanship wins again. This sale will put you over the top and qualify you for the big trip next year. Yeah, they will purchase this proposal, you muse. And, you’ll receive a commission very soon.