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Suzy Saxton

Sep 9, 2026 ยท 4:01 PM

The Why Behind the What - Part 11

Why We Ask the Questions We Ask "Why do you need to know that?" If you've worked in insurance long enough, you've probably heard that question. Why are you asking about my income? Why do you need to know about my mortgage? Why are you asking about my kids? Why do you want to know what I have in savings? Why does my retirement matter? They're fair questions. Because to a customer, sometimes it can feel like we're asking a lot. But there's a reason. We can't help someone protect a risk we never took the time to uncover. Customers Know What They Want

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