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Cross-selling is a sales technique involving the selling of an additional product or service to an existing customer. In practice, businesses define cross-selling in many different ways. In practice, businesses define cross-selling in many different ways.
When you sell a life insurance policy, the money you receive can be taxed in three different ways: as ordinary income, as long-term capital gains or as tax-free income.
Misselling is the deliberate, reckless, or negligent sale of products or services in circumstances where the contract is either misrepresented, or the product or service is unsuitable for the customer's needs. For example, selling life insurance to someone who has no dependents is regarded as
Sell your policy. When selling a life insurance policy, you typically have two options: a viatical settlement or a life settlement. The choice between these two usually depends on your health and ...
Independent insurance agents typically represent a number of insurance companies, or "carriers", and sell the products that most appropriately meet the needs of their clients. Independent agents typically are very well trained and knowledgeable of the complexities of the insurance market and insurance law. [1]
They have to sell their product, insurance policies, investments, brokerage services, etc., because the lion's share of their paycheck comes from commissions on the sales they bring in.
But, due to their high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to introduce or extend the email relationship with customers or subscribers; to anticipate and answer questions; or to cross-sell or up-sell products or services. [4]
Now, Now, former advisors in the wealth management area of the Private Bank, which caters to high-net-worth investors, have said the bank pushed them to use high-fee products.