Cross Selling life insurance is all about knowing the right company to pick for your client. Consistent training makes it easier. Part 4 of 6
Most P&C agency owners know they should be cross selling life insurance but aren’t sure where to start. Along with a consistent marketing plan, training your CSRs is the next big step to effectively round out your accounts.
In sales-driven businesses like insurance, marketing is often mistaken for sales. And, vice versa. Sales don’t happen without leads and leads don’t happen without some type of marketing.
Many P&C agents dismiss life insurance as a distraction. The sales cycle can be longer than P&C and, despite what you might read elsewhere, selling life insurance is not as easy as falling off a log.
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.
Did you know that one in four of today’s 20 year-olds will experience a disabling event before they retire? The M.U.G. Plan is one of the easiest ways to open the conversation with your clients about disability insurance.
Eight years and counting since 2007 and many are looking for safe, low risk options.
Eight years ago you couldn’t give away a Fixed Indexed Annuity. It’s amazing what a recession and some serious product improvement have done for FIAs.
What better source than our agents to push us to get under the hood of fixed annuities? There are some great questions (and even better answers) in this must-read about an exploding market opportunity and the details that many don’t know or understand.
Agents ignoring selling annuities are missing what many experts believe will be a growth streak that will stretch for two or more decades. 2 minute read.