How To Quickly Grow Your Insurance Business (Sales) – Do A Great Annual Review For Insurance Clients!
Dear Friends, Do you want to grow your insurance business (sales)? So you double and triple your insurance sales income each year? Do you want to get more referrals from your insurance clients? So you can spend less time and money trying to find new prospects? Then learn how and why you need to do a great annual review with all your insurance clients! Because the client annual review is how you will grow your insurance business (sales) now… and far into the future!
8 Keys To A Great Annual Review For Insurance Clients!
There are 8 keys to a great annual review for insurance clients! Your goal is to build strong relationships with your clients. So they will want your help to protect their families and realize their dreams! The insurance client annual review is how you will grow your insurance business (sales)!
How To Book The Annual Review With Your Insurance Clients…
The key for you to get annual reviews with your insurance clients is to make it necessary… not an option. So, your assistant should say something like… “Hi ______ I’m Sara from Joe Smith’s office. He asked me to call you and schedule you to come in for your annual financial checkup. There were a few things he wanted to double-check. And a few things he wanted to discuss with you. Are mornings or afternoons better for you?”
Having an assistant call your insurance client for the annual review is a big key! Because they will help you to keep your program on track. And they will book your appointments for you. This will free up a lot of your time. So you can spend more time with your clients! And make an incredible amount of insurance sales to grow your business.
If possible, do not try to book your annual review appointments with insurance clients. Because your insurance clients will ask you questions to try and decide if the annual review is necessary.
Annual Review For Insurance Clients – Warm Them Up…
You must get the relationship “rekindled” with your clients. You can not just jump into the insurance client’s annual review. Take the time to catch up with your client. Find out what has happened in their lives over the last 12 months since you last saw them.
If they ask questions about you, then answer the question quickly and turn the conversation back to them. Get them to talk about themselves. Ask them questions and let them do the talking. Find something you have in common with them.
It is amazing! When you get people to talk about themselves, they will feel connected to you. And they will ‘like’ you because they feel like you understand them!
Do not rush through this step. This is the foundation of a successful insurance client annual review. So do not dismiss how important it is in the insurance client’s annual review process!
The Actual Annual Review For Insurance Clients!
Review Your Insurance Client’s Situation and Progress Annually… Did you initially just sell them a product? Or did you do a good fact-find? It does not matter, this annual review is the time for you to do an in-depth fact-find with your insurance client! So, you will want annually review it all with your clients… their investments, insurance policies, pensions, 401ks, savings accounts, tax returns, etc.
You will want to start the insurance client’s annual review by reaffirming their short-term goals. Then ask questions to find out what if anything may have changed. In some cases, you will want to make changes to their portfolio. In other cases, you may suggest changes based on certain life events that have changed. The birth of a child or grandchild may get you to talk about how to start saving for college. They may have bought a new home, changed jobs, or gotten a pay raise. So they may need to increase their life insurance, etc. You may also uncover something you missed or they did not tell you about the first time.
The next part of the annual review… is to talk about the insurance client’s progress on their long-term goals. Has anything changed? This annual review will benefit both you and your insurance clients. Your clients can take a step back from their busy lives. So they can review their goals and confirm their priorities remain the same. You now have a chance to reconnect with your clients and make sure they are on time to reach their goals. You may also need to help your client refocus. So they do not get too far off track. This will give you a chance to enhance the relationship and increase their trust. While you grow your insurance sales and business!
Be A Trusted Advisor To Grow Your Insurance Business (Sales)…
Trusted Advisors use annual insurance client reviews to grow their sales and business!
Use The Annual Review To Educate Your Insurance Clients…
Here is where taking the time to study for an hour will pay off. The more you know about the problems people face… Plus the economy, taxes, and the market… Then the easier it will be for you to talk about their situation. So you can help them to understand and want to make any necessary changes.
When you educate your client about the current economy, taxes, and the market… Then it will be easier to talk about the need for safe money. When they agree on the need for “safe money strategies”, then it will be easy to talk about how you can help them.
You should also address other changes that may affect your client’s goals. For example, changes in estate tax laws or social security could mean they need to make more changes to their plans.
Use The Annual Review To Give Your Insurance Clients Free Sound Advice…
If you want to create more trust and respect for yourself and your services, talk about and advise them on things you don’t make money on. Talk about the need for a Will, Trust, Living Will, Durable Power of Attorney, etc. Or, why buying a two-year-old car is better than, buying the latest model? Share what you are doing to save money and why!
Plant Seeds for Future Annual Reviews With Your Insurance Clients…
Discuss their long-term goals and the next steps they may want to take to accomplish those goals. Share what you are doing to achieve your long-term goals and why!
How To Grow Your Insurance Business (Sales)!
Use The Insurance Client Annual Review To Ask For Referrals…
You will be amazed at the number of referrals you will get when you do annual reviews with your insurance clients. They will give you a steady flow of great prospects! So you will never need to spend money on leads or market your services again. Do you want to turn your business into a 100% referral practice? Then you must do regular annual reviews with your insurance clients to grow your sales and business!
Use The Insurance Client Annual Review To Plan For The Future…
In most cases, you and your clients will want to set an appointment to meet at least once per year. If you don’t see your clients yearly, then they aren’t your clients… they are just customers!
The last part of the annual review should be to outline and establish how often your insurance client wants and needs to be seen. A & B clients are your best clients with more moving parts. So they may need to be seen more often. This is less about you meeting with them to make more sales. And more about doing what the client needs. It just so happens that with doing the right thing for the client comes the opportunity to do the right thing for yourself! It’s funny how that works to grow your insurance sales and business!
Set a schedule for how often you will meet for the client’s annual insurance review. After the annual review, your insurance clients should know when they will meet with you again. Preferably, set an appointment with your insurance clients before the end of the meeting for the next annual review.
Now you are filling your appointment book well in advance. You are training your insurance client to be prepared to meet with you for an annual review. You are removing the obstacles to the insurance client’s annual review process before they even appear.
Where Will You Be In The Next 30 Days?
When will you learn how to do a great annual review with your insurance clients? When will you learn to ask your clients the right life insurance fact-finding questions? So you will double or triple and grow your life insurance and annuity sales and business in the next 30 days?
Does that seem impossible to you? It is NOT! The annual review with insurance clients is a major step to you growing your insurance sales and business to earn $100K, $200k, or much more each year.
Here is what these top agents had to say about growing your insurance business and sales…
“I believe EVERYONE should buy your fact finding DVD’s at a minimum. This is the foundation for working with a potential client. Asking questions in order to get them to realize they have problems (some that they may not know about previously). Understand those problems simply and how you can help their problems with simple solutions without discussing product. I now know when I exit my initial meeting if I did a good job of asking questions and getting the potential client to buy into concepts. If I didn’t do a good job, then I know what I need to work on as well. Mike Spence, President of Wealth Building Methods, LLC – MN (8 years in the business)
“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)
“Hi Jeremy, I just want to thank you for your help in completing a financial planning summary. I recently finished the Trusted Advisor program and immediately put the training to use. It worked just as you, Lew, and Alex said it would. I just have to remember to get the client emotionally involved. Let them identify their problems. And then give them exactly what they want! It really was easy. I want to thank you and look forward to many other interactions with you.” Rudolph Corrales, Jr., CTA, – CA
When will you decide to learn to do a great annual review with all your insurance clients? When will you get the training to learn to ask the best life insurance fact-finding questions? So you will make it easier for you to attract high–quality prospects… So you will set great sales appointments and close larger sales to grow your insurance sales and business?
When Will You Decide To Get The Best Insurance Sales Training to Grow Your Insurance Business (Sales)?
Do you want to set better insurance sales appointments? Do you want the best insurance sales training to grow your sales and business? So you close insurance sales of $3,000 or more – instead of only $600? Then when will you decide to do annual reviews with your insurance clients?
We are here and want to help you to be a sales success in selling life insurance and annuities. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
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How To Close ‘9 Out Of 10’™ Insurance Sales!
When Will You Get The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program – To Set More Appointments And Close More Life Insurance And Annuity Sales Like The Legends?
When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
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First, you will get the best sales training to learn what to say (our proven prospecting scripts). And then the probing questions to ask your prospects… So you will set your very best insurance sales appointments.
Then you will get the best insurance fact-finding training to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!
Then we will show you the best ways for you to present your solutions to your families. So you will close more and larger sales in the next 30 days! To successfully close 9 out of 10 insurance sales like the Legendary agents! It is the best insurance agent and financial advisor sales training with annual client reviews to earn $250K or more per year as a Trusted Advisor!
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!
Also Membership to Our IPS Private Site at $39.95 per month after the first month!
“Dear Lew, Jeremy, and Alex, I have been in the financial industry since 1988. I have spent tens of thousands of dollars on training, motivation, and coaching. The total over the last three decades maybe into the hundreds of thousands of dollars. I have been a client of IPS for over 3 years. I have never seen the breadth and depth of material that IPS has. They have the right recipe for success. All you have to do is follow it.
If you are going to invest in your career, I know of no better investment in yourself, than establishing a relationship with IPS. Do yourself a favor, develop the courage to change and grow. IPS has incredible information available, but more importantly they care. They will emotionally invest in you and your career. Most importantly they are good people! All The Best, R. Spencer Childs” Spencer Childs – NV (31 years in the business)
When will you decide to do an annual review with all your insurance clients to grow your business (sales)?
IPS Mini-University In Insurance Marketing And Sales
*** Not Sure Where To Start… Annual Client Review To Sell More Insurance! ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 years in the business)
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This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
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When Will Take Control Of Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to succeed in insurance sales!
IPS Personalized Client Newsletters – Free Personalization
Do you want to attract a stream of life insurance prospects? Do you want to make it easy to set appointments and close sales with your life insurance prospects? Then make sure that your name and special insurance marketing message about how you help middle-income families is out there! So you always attract and are in front of your ideal life insurance prospects in the community!
Your client newsletter is critical to attracting and staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals from your current clients (life insurance prospects). So it is a big key to you being a successful insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or don’t know how you are helping middle-income families? And, then why would they refer people to you?
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By Lewis Nason And Jeremy Nason
One of the recurring topics we write about each week… and talk about daily is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of sales questions you should ask your insurance clients to set appointments and close sales. More Details! Immediate Download… Order Now!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
A huge key to attracting prospects, setting better appointments, closing sales, increasing your income, and being a success selling life insurance is and always will be getting the agent training to ask enough of the right sales questions! Especially When You Do Annual Reviews With Insurance Clients – If You Want Easy Insurance Sales And Referrals!
When Will You Learn How To Help Families? So You Will Grow Your Insurance Business (Sales)!
Middle American Family’s Guide To: Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families with insurance client annual reviews the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!
Learn To Do Annual Reviews With Your Clients – To Grow Your Insurance Business (Sales)!
Annual Reviews With Insurance Clients for Easy Insurance Sales And Referrals!
Insurance Annual Review Letter For Clients and Family!
Why And How to Conduct Annual Reviews With Insurance Clients!
