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PEAK · Plan Selection & Sales Strategies

Ask Instead of Tell

Let the client sell themselves. Help them identify what they value instead of telling them what to value.

Weak selling tells the client what to value. Strong selling helps the client identify what they value.

Don't say

  • "This benefit is better for you."

Ask instead

  • "Which of these would be more useful to you?"

Example

You're comparing an eligible spending benefit against a Part B premium reduction. Explain each accurately, then ask which is more useful — and let the beneficiary answer.

Explain
Compare
Ask
Client Chooses
Connect Recommendation
PEAK coaching tip The strongest reason to change is often the reason the client gives you.