Questions to Ask Clients

Get your clients and prospects to really think about the future—and act on it.

By Marvin H. Feldman and Howard Wight

If prospects ask you to “send them something in the mail,” why not send them a list of some of your favorite questions? If you are trying to meet someone but are having trouble connecting with them, why not get permission from the individual or his assistant to snail mail or email them a few questions? What do you have to lose?

Click on the links below for some examples of the questions you might pose. The lists are in convenient, downloadable PDF format so you can print them off and use them as you see fit.

Questions For Life Issues

Questions for Business Owners

Questions About Life Insurance

Questions About Investing