Blogs for the 'Insurance Sales Closing Techniques' Category

Does It Make Sense for Clients to Combine Term and Permanent Life Insurance Coverage?

November 12th, 2018

When offering life insurance to clients, oftentimes the sales presentation will take an “either / or” approach as it pertains to purchasing term or permanent coverage. But in some cases, an individual may actually have reason to combine the features of both types of coverage in order to protect certain needs.

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Are Clients Running From Your Outdated Life Insurance Sales Techniques?

April 23rd, 2018

Regardless of whether you are a brand-new advisor or you’ve been involved in the life insurance industry for many years, it is still necessary to one way or another attract people to talk to about your products.

Oftentimes, agents will go through various training classes and exercises, in order to learn how to secure a first appointment, and from there, to move forward with methods for ultimately closing the sale.

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Life Insurance and Taxes

April 6th, 2018

Throughout life, there are many constants – and one of those is paying taxes. We typically pay tax on the items and services we purchase, as well as on the income that we earn, and on the gain that we receive on many types of investments.

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How to Be a Master at Niche Life Insurance Sales

March 19th, 2018

“The jack-of-all-trades seldom is good at any. Concentrate all of your efforts on one definite chief aim.”  — Napoleon Hill

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Does Life Insurance for a Child Make Sense?

March 12th, 2018

It Does When You Use the Policy as a College Planning Tool.

For many people, the purchase of life insurance means that loved ones won’t have to worry about dipping into savings or other assets to pay for the insured’s funeral and other final expenses, and / or that debts will be paid and ongoing living expenses covered.

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Does Life Insurance Fail as a College Savings Vehicle?

January 22nd, 2018


In the overall realm of financial services, you would be hard pressed to find anyone who truly revels at the thought of talking about life insurance. One reason for this is because most people don’t want to dwell on what it would be like when they are gone.

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How to Set Yourself Apart in Your Clients’ Minds

January 8th, 2018


Regardless of how long you have been involved in the insurance business, you are likely well aware that there are many, many other insurance and financial professionals who are offering the exact same products and services that you do.

So how is it, then, that some of these advisor’s struggle from one month to the next, while others seem to effortlessly earn top dollar?

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Using Life Insurance to Save for College?

November 10th, 2017


The Policy Used Can Make a Difference

With the cost of a college education raising rapidly, parents and other loved ones who want to help out with a child’s future college expenses are seeking options. One of those possibilities is using life insurance.

But, while this financial vehicle can provide numerous college savings-related advantages, not all life insurance plans are created equal. So, it is important to ensure that clients who opt to use life insurance for college education costs are going with the proper option for their needs.

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Are You Giving Clients Enough Ammo to Close Themselves?

May 5th, 2016


“What others say about you, your service, or the products you sell is as much as a thousand times more powerful than anything you can say yourself.” ~Dan Kennedy

This statement isn’t just true. It’s a veritable mantra in our business.

It is the reason most Advisors close 9 out of 10 of the referred leads they get.

Compare that with the 5-of-10 close rate (at best) of leads generated at workshops.

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5 Ways To Become A Better Listener… And Increase Sales

August 19th, 2013


How good of a listener are you?

I’m talking about really listening – listening with your complete attention, listening with your eyes, listening with your body language.

Listening is not waiting for your turn to talk. And of course, listening is not interrupting a prospect in mid sentence.

Here’s a visualization that’ll help illustrate good listening in practice.

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