The Insurance Buzz

292. How to overcome the life insurance objection: My Financial Advisor Handles That

Michael and Courtney Weaver

"Financial advisors are really great at helping you accumulate money. I'm really great at helping you protect your money."

-Michael Weaver


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What’s in this episode 

  • Financial advisors help accumulate money; insurance protects it.
  • Understanding client objections is key to effective selling.
  • Use the one to ten scale to gauge client interest.
  • Encourage clients to seek a second opinion on their financial plans.
  • Address the potential risks of relying solely on retirement funds.
  • Asking the right questions can uncover client needs.
  • It's important to maintain high standards in financial advising.
  • Conversations about life insurance can be uncomfortable but necessary.
  • Help clients envision their ideal financial future.
  • Time and attention are crucial in client relationships.


In this episode of The Insurance Buzz, Michael and Courtney continue their four-part series on overcoming common life insurance objections. Today’s focus: "My financial advisor says I don’t need life insurance." They dive into how to effectively handle this objection without pushing too hard, emphasizing the importance of providing a second opinion and protecting clients' financial futures.


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