POLL: Do you have referral relationships with other professionals?

It’s no secret that having connections with other local professionals, such as real estate agents, accountants, attorneys or even P&C agents can lead to some great streams of high-quality referrals for life insurance agents. Have you established any of these kind of relationships, and if so, with what type(s) of professional?

Do you have referral relationships with other professionals?



8 Comments

  1. I do not, but I would like to. I think you have to build a strong relationship with other professionals for them to put enough trust to refer you to their clients.

  2. I tend to shy away from referral relationships. Sometimes if they send one client your way, the expect you to send them two clients. Its not a game I am willing to play.

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