Ramona Neal, CLU, ChFC, CLTC, REBC

Go-getter
DISC Type : d

President at Living Benefit Review, LLC

Columbus, Ohio Metropolitan Area, United States

Overview

Ramona is the President of Living Benefit Review and a nationally recognized expert in long-term care and combination insurance products. A graduate of The Ohio State University, she is a frequent industry speaker and was recently honored with the ID Twenty Award for her innovative contributions to the field. People often call her insightful.

Personality Overview

Decisive

Self-Confident

Direct & Candid

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

LTC Insurance
Her career is dedicated to being a subject matter expert in long-term care, combination products, and chronic illness riders, publishing and speaking on the topic frequently.
Competitive Intelligence
Her firm specializes in providing impartial competitive intelligence for LTC life insurance, a skill she honed as a Product Director at Nationwide Financial.
Retirement Security
She expresses deep empathy for families who haven't adequately planned for long-term care needs, indicating a passion for ensuring people are prepared for retirement.

Media Appearances

Ramona has no verified media appearances

Work History

1-2020
President at Living Benefit Review, LLC
7-1991 - 12-2019
Product Director at Nationwide Financial
1-1990 - 1-1991
Social Worker at Franklin County Children Services
1-1985 - 3-1991
Information Manager at Ohio National Guard

Education

1986 - 1991
Bachelor of Arts - BA from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Columbus, Ohio Metropolitan Area, United States Job Level : N/A Designation : President at Living Benefit Review, LLC
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Insights For Selling To Ramona

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ramona is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Ramona

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Ramona move?

  • Their decision making speed is somewhere in the middle.
  • Can Ramona take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Ramona

Personality Compatibility


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