Building relationships with your clients is the lowest cost and fastest way to generate leads and cross selling opportunities. We use policy reviews as one of the ways we regularly stay in touch with clients and generate new ideas for them.
The purpose of the letter is simple: provide case-specific details that help get your client the most competitive offer from the insurance company and likely expedite the approval process.
Take a look at Drew’s picks for the top insurance articles that every agent should be reading for the week of July 27th, 2015.
Fixed Annuity Scenarios: There is nothing scary about annuities. Take the time to educate yourself in order to have a relevant discussion with your clients.
Social Security Seminars – There is a lot of buzz about this approach to lead generation and we are big fans. But, not everyone has what it takes to pull it off.
Whether you are trying to generate life insurance leads or commercial insurance leads, this strategy works.
Here’s a scenario: one of your clients has an IRA and they want to leave it as an inheritance for their children or grandchildren. What do you do?
We’ve all seen the applications that specifically ask: “Have you been turned down for life insurance in the last 12 months?” You do not want your clients to answer yes to that question.
John Byrne has a big goal for his business: Focus on 15-20 deals per year and close 7-10. Doesn’t sound too tough huh? John’s deals will generate nearly $1,000,000 in premium and nearly all comes from referrals.
We have been training agents and helping clients with tax-free retirement and have compiled six keys to helping insurance producers get comfortable with indexed universal life insurance (IUL).