I’m an avid reader and wanted to share with you all some of the most impactful insurance sales books I’ve read. If I don’t have a paper copy, then I head to Audible and download a version I can listen to.
So much about selling insurance is mindset and staying focused on the daily activities required to drive results. Reading is a great way to always stay fresh!
As of December 2020, there are handful of insurance sales books that I can easily recall as some of the best I’ve read for building an insurance business. If you’re looking for the best insurance sales books, I highly suggest you check these out! I’ll make sure and keep this updated through out the year.
Click on the image of the book to learn more and purchase if you want to add to your reading list this year.
Best Insurance Sales Books
There are a lot of insurance sales books to choose from, below are the best sales books I’ve read that are specifically targeted towards the insurance industry.
6 Hours To 6 Figures: Becoming A Trusted Senior Insurance Advisor
Author: Brandon Clay
Brandon Clay is a friend and mentor and I first read this book last year when I heard him speaking at a conference. His message always resonates and the level of detail he provides gives a new or experienced agent the complete road map to building a six-figure residual income selling insurance in the senior market.
This is a must read and one of the best books about insurance for any agent working the senior market.
Author: Art Williams
This book is on my list for 2021. Scotty Elliot, President of Life and Health at Amerilife recommended this and said it’s a pivotal read. A.L. Williams was the founder of Primerica, who spear headed the disruptive strategy of buy term and invest the rest.
The Digital Life Insurance Agent
Author: Jeff Root
Jeff is a pioneer in digital life insurance sales (selling insurance over the phone) and much of what I’ve learned regarding SEO and lead generation was from the tactics Jeff has implemented over the years. He’s built an incredible platform and his life insurance sales book provides priceless advice for any agent transitioning from field to phone. This is another one of the best books on selling insurance you can buy!
25 Secrets to Sustainable Success
Author: Phil Richards
This book is another recommendation from Scotty Elliot. It’s about Phil Richards and his success with North Star Resource Group and eventually becoming the President of GAMA international. This is jammed full of great advice for those trying to build an agency with a strong downline. As part of the title states, it’s a Master Firm Builder Book.
The Official Guide To Selling Final Expense Insurance
Author: David Duford
David is one of my most fierce online competitors from an SEO standpoint and I absolutely love reading his content.
He’s a great example of a personal producing agent that has dedicated his professional life to becoming an expert in his space. I admire his dedication and his final expense sales book is among the best I have read.
Red Hot Introductions
Author: Randy Schwartz
This book was written for insurance salespeople and will reinvigorate your passion for getting referrals! Many agents forget the power of the referral and the tactics and examples in this book bring back that simplicity of that prospecting strategy.
How to Qualify, Present & Sell Final Expense and Medicare Supplements to Seniors
Author: Glen Shelton
Glen is another great friend and online competitor. He wrote this Medicare and Final Expense sales book from his personal experience and does a phenomenal job of outlining the do’s and don’t for agents getting into the senior market.
Author: Randy Schwartz
This is a great sales book for commercial property and casualty agents looking to get an edge on building their practice.
Building a Financial Services Clientele 12th Edition
Author: Al Granum
This classic is where I first learned how to grow a financial services practice and the concepts still hold true today in the digital world we all live in. It’s a long and detailed read, but you can’t fail if you follow the step-by-step instructions.
I first read insurance sales book this in 2009 and it’s still one of my favorite insurance sales books.
Best Insurance Sales Books for Prospecting
These aren’t necessarily insurance specific, but the concepts you’ll learn can easily be translated to our business and relate to the struggles all insurance agents face at some point in their sales career.
Think Like a Monk
Author: Jay Shetty
This book was highly recommended by Jeff Pitta, CEO of Healthcare Holdings of America, one of the largest players in the Medicare wholesale space in the country. Jeff started as a personal producer and knows the mental battle that agents face in this business. One of the key highlights he mentioned was this book will help you learn to overcome negativity and battle your mind when you begin to overthink your sales or prospecting process.
Author: Darren Hardy
This isn’t a specific insurance sales book, but the concepts you’ll learn will help you continue to grow your insurance practice. The compound effect is a great example of how the little daily actions you take compound into great results and opportunities.
You’ll gain an incredible mindset after reading this personal development book.
The Sales Development Playbook
Author: Trish Bertuzzi
We all know how important it is to have a strong pipeline and that is exactly what this book will help reinforce. I highly suggest this book for commercial P&C agents as it’s really strong for building a B2B pipeline.
Sales development playbook is absolutely the best description.
Top of Mind
Author: John Hall
I met John a few years ago and have followed him online ever since. He’s an incredible talented individual and his book brings an amazing mindset around how you can stay top of mind with your insurance customers.
This is a playbook to standout with your competition. Highly recommended!
Authors: Marylou Tyler and Jeremey Donovan
This is another book I highly recommend for commercial P&C agents. You can take these concepts and drastically increase your B2B pipeline of prospects.
Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Retention
Author: John Ruhlin
Lastly, John Ruhlin completely transformed my mindset around how to nurture relationships through completely out of the box ways to show appreciation. In growing our insurance marketing business we have been able to absolutely stand out from the competition by paying attention to the little details…which most of the time have the biggest impact.
His book and approach to relationship building is incredible.
Other Recommended Insurance Sales Books
Here are a few other books recommended by some friends and agents in the business.
Delivering Happiness: A Path to Profits, Passion, and Purpose
Author: Tony Hsieh
This is another recommendation from Scotty Elliot at Amerilife. He always says, “Leaders are Readers” and this book made the list for the March 2021 leadership book club. Zappos has set the bar for building company culture and Tony dives deep into that topic. Definitely a great read for anyone building an agency and looking for an edge to build a team culture for the internal staff as well as the field sales agents.
Money. Wealth. Life Insurance.: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings
Author: Jake Thompson
This is a best selling life insurance book on Amazon and as of today, has 867 positive reviews. Based on my time in the industry and working with many insurance agents, many always ask how to better understand how the wealthy use life insurance. This looks like a great place to start and I’ll be adding it to my reading list for this year.
If I Were You: The Complete Guide To Thriving In The Insurance Industry
Author: Preston Schmidli
Fill your pipeline with so many sales opportunities that you never have to wonder where your next client will come from.
How Any Agent Can Escape the Price Battlefield: Insurance Sales Secrets
Author: Ben Page
Learn a radically different paradigm that puts the agent, not the proposal, front-and-center in the game to win clients. It’s packed with solid little-known principles, strategies, and tactics that can help any insurance agent WIN a lot more quality business in a way that is entirely more fun, many times more effective, and not so driven by price.