Review your fellow agents and planners best financial planning and insurance selling tips and see if you can incorporate them in your sales appointments...
Do you have a favorite sales strategy that works for you? Maybe you have a 'one-liner' that you get a good response from. Or, maybe you have an entire script? Why not share it with your comrades on the front lines?
Click below to see contributions from other visitors to this page...
my ending statement





....insurance is a necessity not an option....
Referrals And Your Clients Best Interests





The best advice I can give, having sold many different types of products, is to put yourself in your client's shoes. In no other type of sales is empathy ...
Postcard Lead Generation System Part 1





I am starting a postcard lead generation campaign. I have 2 postcards that I have created and I use them in conjunction with a company postcard and a ...
Closing Technique





If in a sales meeting with a married couple, always find an excuse to leave the room after your presentation but before you close so they can talk with ...
Charity Life Insurance vs Final Estate Plan





Recently we started a "guaranteed-issue" (must pass a few health questions concerning "major illnesses")charity life insurance program - a limited pay ...
80% Of My Insurance Sales Comes From This Technique...





The "Warm Up" is most crucial in the begining stages of your sales presentions. Without a effective warm up your chances of a sale will deminish.
An ...
25 Year Old Agent Gets Referrals Like He's A 30 Year Veteran Financial Advisor! Prospecting Lenders: Take it to the Bank, Literally.........





Almost all lenders require term life as collateral for personal loans. Network with loan officers of banks in your area that don't already sell life insurance....
Proven Life Insurance Prospecting And Upselling Tips





This is not a sales tip, but a prospecting tip:
I work with the senior market and I am always looking for prospects.
One thing I find that works for ...
Prospecting Tip: Contacting The Claimant





If I have an insured that causes an accident I always contact the claimant and follow up with the claim number. I also offer the use of my fax machine ...
Insurance Closing Tip




Closing Tip: Explain your product, downplay term, and then comes the trick. Flip out a pitch pad with three face amounts and premiums. As you hand them ...
Free Gift Insurance Prospecting Script



Free Gift Insurance Prospecting Script...
This is brandy with ____ we are in your area today giving out free gifts I would like to drop yours off which ...
Going Beyond Your Needs In The Sales Process


An easy way to stand out from the crowd among other sales professionals is to say something like the following during, before you start, or just prior ...
CLOSING TECHNIQUE

IF A CUSTOMER SAYS THAT HE DOESN`T WANT TO BUY INSURANCE POLICY BECAUSE HE WANTS TO PROTECT HIS MONEY And HE DOESN`T WANT TO GIVE IT TO OTHERS FOR THE ...
Family Man
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1. Put a picture of your whole family, including your grandparents, on the background of the computer that you will show to the potential client.
Online insurance inquiries
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Re: Online inquiries
Opening question after quick intro
(Name) would you be open to sharing with me a little about your situation and what prompted ...
Life Insurance Savings Plan Tip
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If nothing happens to you, this life insurance savings plan becomes your savings! And if anything were to happen during this period time, you'll be protected ...
Vist clients at their home...
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I suggest visiting clients at their homes because they are most comfortable in that place. This allows you to get away from the office for awhile or go ...
Let Me Think About It Objection and How To Overcome It
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Let Me Think About It Objection and How To Overcome It: When a prospect has to take time to think about it or discuss it with others I tell them that even ...
Whole Life Insurance Sales Tip
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Whole life insurance sales tip: We know that some people want all the details. They are very analytical. Others are just conceptual, so they don't need ...
Bread and Butter Deals Build Client Base
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Do Bread and Butter deals regularly to help keep cash flow consistent and to help build up a large client base, which will lead to more referrals and constant ...
Where is your life insurance?
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Pivot, using the term "by the way where is your life insurance" is a great opening for a conversation. Every telephone call is an opportunity for a sale....
Life Insurance Sales Tip
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Here's how this life insurance sales tip works. It's very simple but effective...
When the customer wants to put off the decision, tell them, "Mr and ...
relationship manager
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know the customer and suggest a suitable product for their needs, and make the a confident recommendation. Show the benefits and advantages, always smiling....
insurance tips
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1. Know your product well...
2. have confidence in yourself
3. learn which prospect is genuine
4. don't stoop down to the level of begging
5. don't ...
Insurance Equals Income Replacement
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LIFE INSURANCE IS THE REAL FINANCIAL PLANNING FOR EACH &EVERY PERSON.IT INCREASES OUR VALUES ,IT GIVES PEACE OF MIND,IT IS THE REAL SOLUTION FOR FUTURE ...
Look Beyond Your Commission Check
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Look beyond your commission check and make friend first. In my experiences as a Sales Person, notwithstanding the industry in which you practice it is ...
Easy Conversation Generates Leads
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Easy Conversation Generates Leads:
I learn as much as I can about the family or client's situation before speaking to the client. I attempt to find ...
Health Life Insurance Sales
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When meeting a client at their home....suggest to sit at the kitchen/dining room table. Use eye contact and always start out asking them fact finding questions....
Inurance Sales Close
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"I can understand that making a decision that involves making an investment in your families future well being, with no guarantee of a return can be difficult....
Increase Your Chances Of Closing
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This tip will increase your chances of closing...
I use this tip in every meeting with a client: when a client asks a question, before replying with ...
The Bill that pays for all other bills
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Insurance premiums are often viewed as an additional bill by prospects. However, this additional bill will take care of all other bills in the event of ...
Incentive
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Incentive to agents short term as well as long term
regular contact, meeting, and seminar.
make customer your agent
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Make five or more customer as your agent. Meet them daily. It is possible that even one customer can give you a better lead.
Tom Stuart
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Always leave the price until last. Get the prospect interested in the benefits of your product before revealing the cost.
Introduce with an unexpected comment
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For example. Put down something that the customer would think you would pitch to them that is good profit for you and not good value for them. then when ...
what they want
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What I do is ask the prospect, what type of insurance he/she is looking for. They will tell me. I might suggest something else, but normally, I give them ...
Marketing and Business Development Insurance Executive
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Before all, let me describe my company business.
- We are an insurance broker who deliver the expertise of risk management by providing services to ...
5 Prospects Per Day
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My sales tip is to see 5 prospects per day to insure you'll close more sales.
Business Referral Club Lead Generation Tip
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Re: A business referral lead generation tip.
I started a business referral club eight years ago. The difference with our club is that all members are ...
Asking Questions
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Don't give multiple quotes. Ask lots of questions and make one qualified recommendation based on those questions answered.
Insurance for consumer loans.
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How to get insurance for consumer loans: When closing a loan with a customer, the best way I have found to overcome price objections is to ask the customer ...
Listen for Your Potential Client And They'll Close The Sale!
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Usually with friends or neighbors, once they know I'm selling insurance, during a conversation they'll jump in with little tid-bits to get a little light ...
A sales tip to get a superior percentage of your life insurance and annuity sales calls.
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If you want to close a superior percentage of your life insurance and annuity sales calls, raise the size of each case and earn more commissions, then ...
My favorite sales tip
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My all time favorite tip is to always be courteous and nice to the customer. Even if they aren't being such a nice guy or gal. Remember, they might be ...
Get Your Prospect Talking About Themselves...
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Get the client talking about themselves, their jobs, so that they know you're there to help look after them and their loved ones. This will help establish ...
Job Fair Prospecting "Looking for a Job?"
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I attend job fairs - not to find a job - but to find prospects. The people who represent the business' have already set aside X hours to talk to people ...
Ask For Referrals
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Before you leave a customer's office or their home, ask them for a referral. When you deliver the policy to them, ask for a referral. With the cost of ...
Investments and Critical Illness Insurance
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For those advisors who SELL INVESTMENTS , show your clients how you can reduce thier fees by using managed programs. Take the savings in fees and buy critical ...
Selling Honesty
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Be honest with clients and let them know what they need. If you've educated them properly, they can make a more informed decision rather than them just ...
Wife Insurance & Guardian Insurance
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Whenever I'm in front of a couple, and start the fact finding process I'll simply ask, "how much wife insurance do you have?" They'll look at me and clarify ...
Fact Finding Tips And Probing Questions
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#1. When you are with a prospective client for whatever reason, always, and I say always probe through using some type of fact finding method to uncover ...
Internal Consumption
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It is always great when one is fortunate and prepared to handle all aspects of the sales cycle. Regardless of your strengths and weaknesses, everyone ...
Postcard Marketing Tip
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Simple yet effective postcard marketing approach: I send out a direct mail postcard to all my customers once a year. It basically asks for them to call ...
Life Insurance Closing Tip
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Mr & Mrs Client, the company knows you need to think about it. While your thinking about them, they need to think about you to. Most folks I work with ...
Appointment Setting Tip
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Getting the customer on the phone is always difficult because we never know when they are are home. So I leave a message that they have been picked through ...