09/06/2026
13 DAYS TO GO: What job should your client’s money do?
The strongest educational conversations often begin with a better question: not a product explanation.
Ask what role the client wants their money to play:
• Creating a more predictable income stream
• Supporting a major transition
• Preserving flexibility for changing priorities
The answer creates a clearer path for discussing goals, tradeoffs, and priorities without making assumptions or relying on a one-size-fits-all recommendation.
Join Jeremy Nason for the free virtual workshop, The Hidden Art of Asking Questions, on June 23, 2026 at 3:00 PM EST. Learn how question-led discovery can help you lead more transparent, consultative conversations.
Register here:
https://insuranceproshop.com/2026/06/10/the-hidden-art-of-asking-questions/
Jeremy Nason, Insurance Pro Shop, 877-297-4608, insuranceproshop.com