Context: Doing an annual review with a client, I shifted the conversation from policy limits and premiums to their broader goals and risk priorities.
Difference Making Question: If a worst case scenario were to occur and you were to be sued, how would you want it handled?
Question Revealing Commanders Intent: What goal are you trying to make sure never gets derailed?
Commander's Intent: They didn't want to have to worry about the unknown. They wanted certainty that they had the coverage from their carrier to pay out so they wouldn't have to. They want to use their excess savings and retirement money to travel the world with thier family and grandkids