Issued by North American Company for Life and Health Insurance^®

Conversation Starters

Striking out when approaching prospects? Try these simple methods to set up meetings and to start the conversation around a client's life insurance need.

OTCA

Reach out to your clients with the OTCA Method

If you've ever needed help figuring out how to reach out to a life insurance client, this simple sales technique can help. The OTCA method uses four steps to help you approach your clients and prospects.

Commonly used with

OTCA Materials

DIME

Help write better cases with the DIME approach

In life insurance, one size doesn't fit all. Use the DIME approach to help develop a tailor-made solution for each client you meet with. It's a simple way to establish the baseline life insurance need for your client!

Commonly used with

DIME Materials

As independent financial professionals, it is up to you to choose whether any of the concepts contained in these materials might be appropriate for use with your particular client. Please note North American does not require you to use any of these concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.

1670NL-21

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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