Improve Client Discovery Meetings with The P.E.R.I.L. Interview - BackNine's Pro Shop, Episode 1

Matt Gozdecki

12/5/2024 · 1 min read

Welcome to The Pro Shop!


BackNine's commitment to the advisors we support is not only to make writing insurance and annuity business as easy as possible, but to be a true partner in your business. We plan to consistently bring you new thought leadership, practice management ideas, and sales training from our team and from industry experts we work with.


You can now view the replay of our first Pro Shop webinar here: BackNine's Pro Shop - Episode 1
For those of you who weren’t able to join live, you’ll learn about the following:

  • Industry trends and insurance buyer habits
  • General ideas and strategies to improve initial client/prospect meetings
  • The P.E.R.I.L. Interview format to dive deep into Life, Diability, LTC, and Annuity needs
  • How Quote and Apply makes product selection and placement easy and repeatable

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