Posts Tagged prospects

The Ins and Outs of Life Insurance Policy Loans

May 14th, 2018

There are many types of permanent life insurance policies that offer a cash value component. The cash value in a permanent life insurance policy typically earns interest or returns, allowing it to grow over time – and it can do so on a tax-deferred basis.

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Are Clients Running From Your Outdated Life Insurance Sales Techniques?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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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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Focusing Your Life Insurance Sales to More Closely Fit Clients’ Needs

March 16th, 2018

Life – and business – are full of many opportunities, and because of that, there are countless people who opt to be a jack of all trades. But, while this “well rounded” approach may give the you the feeling that you can help everyone, the reality is that if you are a generalist, you won’t stand out to the people who need assistance with specific goals and needs.

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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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The Best Advice On Making More Sales You’ll Read All Week

August 16th, 2010


The following advice could be the number one difference that separates average sales people from Top Producers.  That’s how strongly I feel about this advice. And this isn’t just some hunch that I am going off of.

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3 Powerful Insurance Prospecting Methods

July 12th, 2010

3 Powerful Insurance Prospecting Methods

Without prospects something terrible happens – “nothing!’ Without a steady stream of leads, good advisors like you can’t prosper.  Here are three insurance prospecting marketing methods to implement immediately that will generate more leads for your insurance or financial planning practice.

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3 Little Known Ways To Close More Sales

July 12th, 2010


Product Schmoduck! That’s what a BIG producer told me recently. I wasn’t sure what he meant, so I asked.

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3 Ways To Baffle Your Competition

May 20th, 2010


Anyone of the following strategies is going to separate you from your competition.  All three of them combined can positively baffle them.

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