Stop Selling... Start Helping People To 'Find The Money' To 'Live Debt Free And Truly Wealthy!'

Featured Tip - Suggested Life Insurance Marketing Plan 2016

Improve Your Attitude - Change Your Life in 19 Minutes with Earl Nightingale

Become The Trusted Advisor - 5 Secrets To Rock Your Referrals

Coaches Corner - What does your Disney World look like? Inspiration from Walt

An Important Message From Jeremy

Dear ~Contact.FirstName~,

In our 1/12/2016 newsletter we provided you with a Marketing Plan template to help you grow your insurance sales in 2016 and beyond!

Did you use it?

Why not?

The problem is, as Benjamin Franklin said... "If you fail to plan, you are planning to fail."

We want to help you to succeed beyond your wildest dreams. Accordingly, we have put together a Suggested Life Insurance Marketing Plan, for 2016.

Below is the first 5 sections of the plan. The complete 15 section plan is in our Insurance Marketing and Sales Resource Center™.

Yours in success,
Jeremy Nason
 

Featured Tip

Suggested Life Insurance Marketing Plan 2016

Section 1: Executive Summary

My plan is to double or triple my net income in the next year and then increase it by 25-40% each year for the next five years.  (If a new agent, a net income of $60,000 year one, and then increase it by 25-40% each year for the next five years.)

To accomplish my business plan I need to master the fundamentals of marketing and sales to learn how to…

• Position myself as the most trusted and respected financial advisor in my local community.

• Attract and set appointments with more of my ideal prospects.

• Utilize my time and my money for marketing more efficiently.

• Work in my community to spend less time traveling to and from clients.

• Close more and larger cash value life insurance sales, with the people I see.

• Generate a steady stream of referrals.

• Build a stronger relationship with my current clients to generate more repeat sales and referrals.

(Your Executive Summary will be helpful in giving yourself and others an overview of your plan.)

Section 2: My Ideal Target Clients

My Ideal Target Clients are the people in my local community: current clients, family, friends, acquaintances, neighbors, along with the members of my church and members of local associations, plus referrals.

• Age 30-55

• Are Married

• Have children

• Own a home

• Have a household income (varies by location) of $50,000 and $100,000

• Live within 5 miles of my home/office

(This section describes the people you are targeting. It defines their demographic profile (e.g., age, gender), psychographic profile (e.g., their interests) and their precise wants and needs as they relate to the products and/or services you offer. Being able to more clearly identify your target clients will help you both pinpoint your advertising (and get a higher return on investment) and better “speak the language” of prospective clients.)

Section 3: My Unique Selling Proposition (USP)

I specialize in helping middle income families in the following areas…

• How to ‘Live Debt Free and Truly Wealthy’ with safety and guarantees!

• How to reap the upside potential of the stock market, without the downside risk!

• How maximize your tax-free retirement income - with NO government limits on how much you can contribute right now.

• How to pay-off your home 5-10 years early, without taking any additional money out of your pockets.

• How to protect your family and life savings in this scary economy without spending any additional money or changing your life style.

• The secret to maximizing your retirement benefits. What your accountant isn’t telling you!

(Having a strong unique selling proposition (USP) is of critical importance, as it distinguishes your company from competitors. The hallmark of several great companies is their USP. For example, FedEx’s USP of “When it absolutely, positively has to be there overnight” is well ­known and resonates strongly with customers who desire reliability and quick delivery.)

Section 4: My Pricing & Positioning Strategy

• My goal is to position myself as the most trusted and respected financial advisor in my local community, by helping middle income families to 'find the money' to spend, save, invest, insure and plan wisely for the future, to achieve financial freedom!

• My objective is to help families to ‘find the money’ ($3,000-$12,000 per year) that they can use to fund a cash value life insurance policy as the foundation of their safe and secure financial plan. (Whole Life or Index Universal Life) 

(Your pricing and positioning strategy must be aligned. Example: If you want your agency/firm to be known as the premier brand in your community, pushing low product prices/fees might dissuade people from working with you. In this section of your marketing plan, detail the positioning you desire and how your pricing/fees will support it.)

Section 5: My Distribution Plan

I will personally meet with each prospective client…

• My plan is to initially set 3-5 new appointments per week, to generate 2-3 new sales per week.

• I will meet them at their home - invite them to my home office - invite them to my business office.

How To Set Appointments With ‘9 Out 10’ People You Talk To!

(Your distribution plan details how clients will buy from you. Example: Will customers purchase directly from you on your website? Will they buy from the agents your recruit/hire? And so on. Think through different ways in which you might be able to reach prospects and document them in this section of your marketing plan.)

_____________________

Note: This is only the first 5 sections of the Suggested Life Insurance Marketing Plan… 2016. The entire completed 15 section life insurance marketing plan is in our Insurance Marketing and Sales Resource Center™. You'll notice there are links throughout the plan. These links are to specific pages in the Insurance Marketing and Sales Resource Center™ to help you to understand and master each section of the plan.

This marketing plan is based on using the tools, tips, training and coaching you get with the Found Money Management™ Life Insurance Marketing and Sales Tool Kit.

Jeremy and Lew Nason
Trainers, Coaches & Mentors
'The 9 Out Of 10 Guys'
 

Let's Make This Your Breakthrough Year!

Improve Your Attitude And Change Your World

It’s A Shame For You To Struggle Finding Prospects
& Closing Sales, When Our Members Do It So Easily!

(At only $29.95 per month can you afford to pass this up?) 

How To Become The Most 'Trusted Advisor'
In Your Local Community!

5 Secrets To Rock Your Referrals
By Paul M Mallett

My favorite type of prospect is a referral. No big surprise, right?

But I’ve learned a few things about obtaining referrals that you may not hear anywhere else. Most experts will tell you things like:

• Just get over your hesitation and ask.

• Make yourself referable with outstanding service.

• Build the “ask” into your sales process when your client is at the greatest point of satisfaction.

These are all great ideas, and they do work, but those things alone don’t generate the number of referrals I’m after. The truth is most people don’t provide me with referrals because I ask. They provide me with referrals because a friend asked for one or shared a financial challenge with them.

As loveable as I am, they don’t do it for me. They do it for their friend.

So what does that mean? The people most likely to provide me with a referral…

• Know someone in need of a specific service I provide.

• Think highly enough of my service and expertise to refer me.

• Remember me at the very moment the opportunity presents itself.

• Find it really easy to refer me.

So knowing all of that, here are a few specific actions you can take to increase your own referrals:

1. Proactively network with those clients or referral partners most likely to encounter people with the kinds of problems you are equipped to resolve.

2. Take every opportunity to teach your clients and referral partners specifically what you do, who your ideal prospects are, and how you are different from your competition.

3. Consistently communicate your value proposition with a comprehensive marketing plan. You need to keep your name in front of your clients and referral partners, so they remember you when opportunity knocks.

4. Use newsletters, value-packed emails and social media to make it easy for others to refer you by simply liking or forwarding your message to friends.

5. Create a habit of providing referrals to others. Seriously. This is critical. Use your website and social media to promote your referral partners at least once per month. Make it automatic.

Integrate these five simple ideas into your referral plan and watch what happens!

________________________

New Agents 'Quick' Start Program

Our New Agents Mortgage Insurance Tool Kit™ is a simple, affordable, proven Bread n' Butter Mortgage Life Insurance Lead and Sales Success System that easily produces $2,000 and much more of cash value life insurance commissions every week ...in as little as 30 days.
 

Coaching Corner

Dear ~Contact.FirstName~,

Before you read Sandy's article I would like you to think about where you are today in your life and your business.

Are you completely happy and thrilled with where you are today?

Do you feel you have all the knowledge, tools and training needed to take your business to the next level, but something is holding you back?

Do you know exactly where it is you want to go with your life, but you are not happy, and don’t know why? 

Then may I suggest you call Sandy for a quick coaching session to see if he can help you? 

I can tell you from my personal experience that Sandy is one of the very best life and business coaches out there.

Yours in success,

Lew

_____________________
 

What does your Disney World look like?
Inspiration from Walt
By Sandy Schussel

_____________________

Are You A Member Of NAIFA?

IPS Home Page   Product Catalog   Newsletter Archive   Contact Us