Insurance Pro Shop - Weekly Marketing and Sales Tips - How To Set Insurance Sales Appointments With Business Owners... Ben Feldman's Approach!

How To Set Insurance Sales Appointments With Business Owners… Ben Feldman’s Approach!

How To Set Insurance Sales Appointments With Business Owners... Ben Feldman's Approach!

Dear Friends; Every week we get a lot of agents asking… “How Can I Set Insurance Sales Appointments With Business Owners! What do I say? Or, what questions should I ask them to get them to sit down and talk to me?” (learn how Ben Feldman did it) 

Everyone we talk to… would like to set insurance sales appointments with business owners. Because they have more money to work with. And it is daytime work.

However, all the business owners out there already have too many salespeople who want to meet with them! It may be a salesperson selling office equipment. Or, maybe it is an agent selling health insurance. Or, it is a broker offering them a 401k plan. The problem for you is they are too busy running their business. They do not have the time to meet with everyone who wants to sell them. So, if you want to set sales insurance appointments with business owners… Then you better have a unique approach… a problem you can solve for them. And you better be more prepared than your competition!

How I Set Insurance Sales Appointments With Business Owners…

When I was full-time selling insurance, I worked with a lot of small business owners. However, I did not initially go after their business needs. I have always found that the best way to help them with their business needs, or to get to work with their employees… was to get to know them first! Take care of their personal needs first! Accordingly, if you want the best way to set insurance sales appointments with business owners, then first gain their trust and respect. Then you can talk to them about their business needs. Or, you can talk to them about working with their employees.

How did I find business owners to talk to? First, I approached the business owners I already knew and took care of their personal needs. Then I asked the people I knew who they did business with! I asked them what they knew about the business owner! And if they would refer me. From then on it was about getting referrals to other business owners, from the business owners who became my clients.

However, there is no magic script to set an insurance sales appointment with business owners. It takes a lot of hard work and perseverance as you will learn later from the great Ben Feldman, who was the best at setting insurance appointments and closing sales with business owners.

Tips For Cold Calling On Business Owners To Set Insurance Sales Appointments

If I was going to cold call (the hardest way) businesses to set insurance sales appointments with business owners, then I would take the time to…

  1. Find the name of the person who owns the business. Because when you ask to speak with the business owner. You are automatically telling people you are just another salesperson.
  2. Find out as much as you can about their business and the owner. You need to find out how long they have been in business, how their customers feel about them, etc.
  3. Develop a sales approach and elevator talk based on a problem most business owners face in their personal lives, And I would be very practiced in that approach!
  4. Realize that business owners are very busy people and do not have the time to talk to you at work. So, you should just introduce yourself, and give them your elevator talk…  And then ask them if you could take them out for breakfast before work!

About Ben Feldman… And working with business owners

Ben Feldman's Secret Life Insurance Sales Tips

Ben Feldman was the number one life insurance agent in the world for many years. Ben’s niche target in his later years, was the owners of small industrial corporations in eastern Ohio and western Pennsylvania. He would drop in on those business owners… without a sales appointment. (Cold Call) However, before his visits, he would gather information about the company from the standard Dun & Bradstreet reports. He made sure he knew the key players in the business, the value of the company, if the company was profitable, etc. So, he made sure he was well prepared to talk to the business owner.

What Ben Feldman Said About Cold Calling Business Owners For An Insurance Sales Appointment

Do you want to set sales appointments with business owners? Then follow Ben Feldman the greatest life insurance salesman!

“You need the intestinal fortitude to cold call. Perceptions change over time. Intestinal fortitude works. So prospect.” 

“I rarely use the telephone because he may not want to see me. I have a better chance of seeing the man I want to see if I do go. Besides, switchboard girls and secretaries have become very good. They’ve learned to take you apart. ‘Who? Why? What for? What company?’ You don’t always get by. I seldom call on the phone. I’d rather go.”

“On calls, I just walk right in… and my first barrier is usually the switchboard operator or the receptionist. On the phone, a switchboard operator can stop me dead. But face to face, the odds are I’ll get by. And when I go, I may leave something with her. Do you know what it is? It’s a pair of little golden slippers. She doesn’t know what they are until I’ve left and she’s opened the box. Then I usually get a thank you note. From that time on, I get in.”

“I’m very frank, very open. I just say I want to meet her boss, whatever his name might be. (And you’d better know his name.) The receptionist ordinarily announces me, but if it’s a cold call, then the odds are he doesn’t want to see me. I get thrown out of more places!”

“There are many ways of saying, ‘No.’ He probably won’t see me the first time. But, that isn’t so bad. Why? Because I’m coming back. And when I come back I’m no longer a stranger! I’ve been here before!”

“…If I call once or twice more, and if the answer is still ‘No,’ she’ll probably begin to feel sorry for me. Now she’s on my team. She’ll do her best to open the door for me. Particularly if she feels I’d be helping her boss. You’ve got to have disturbing things to say to the receptionist that will make her boss want to see you. Just as you have disturbing things to say to the boss himself.”

Ben Feldman’s Power Phases For Working With Business Owners To Set An Insurance Appointment and Close Sales.

Here are some of the power phrases for setting sales insurance sales appointments with business owners!

“You’ll have the same problems when I walk out, as you had when I walked in… unless you let me take your problems with me.” 

“It takes a smart person to make money. But it takes a genius to keep it. Uncle Sam has a first mortgage on everything you earn and own.” 

“People spend lifetimes locking money away. And, then at their death, someone has to step in and unlock it. Oftentimes for only pennies on the dollar.” 

“Put me on your payroll. The day you walk out, I’ll walk in and pay your bills.” 

“You’ve got a problem. Part of what you own isn’t yours. It belongs to Uncle Sam. May I show you how much belongs to Uncle Sam?” 

“We help you keep together what you’ve worked so hard to put together.” 

“I have money for sale… At a discount! You’ll need this someday to pay your taxes.” 

“May I present an idea that has been very valuable to a lot of people?”

“If you can’t put away three percent now, how are you going to find one hundred percent later?”  

“If you make money the politicians will always be eager and ready to take it. So try to protect yourself from them.” 

“In this country, the federal government has a mortgage on everything you own and they can take anything from you whenever they decide to target you. You must try to protect yourself.” 

“Doing something costs something. Doing nothing costs something. And, quite often, doing nothing costs a lot more!” 

For more on Ben Feldman, and working with business owners, you may want to look for this book, The Feldman Method. It’s out of print, but you may find it in your local library.

Getting a sales appointment with business owners requires a lot of preparation, hard work, and persistence. But, when you are looking for a huge life insurance sale, nothing is going to come easy.

Helping Agents and Advisors create an endless stream of new, repeat, and referral business!

There is a better and easier way for you to make a lot of money selling life insurance to business owners.

If you have been in the business for a while and are selling life insurance for a tax-free retirement, family bank, etc., then you may want to use our Trusted Advisor Success Program!

Note: One of the main reasons why the advisors we work with earn $200,000, $300,000, or more within a year when they use our Trusted Advisor Success Program and Sales Training Programs This is because we provide you with 3 months of one-on-one coaching and sales training. So, we show you how to help your clients.

When will you get the systems, training, coaching, mentoring, and support needed to set appointments with business owners… to double and triple your sales and income in the next twelve months like Ben Feldman?


When will you follow “Ben Feldman” – How To Set Sales Appointments With Business Owners?

Helping Others

Let’s keep this simple. Most agents (90%) struggle to earn a decent net income after expenses. They take the easy way and follow what the herd does – buying mortgage insurance leads, buying the next hot sales system, software, etc. They are spending thousands of dollars each year.

However, the top 10% of successful agents do not buy leads, do not buy the next hot sales system, software, etc. Instead, they invest in the training and coaching they need to take charge and grow their insurance agency. They invest in the training, coaching, and support they need to help people and make a difference. Accordingly, they stand out from the crowd. They are seen as experts and draw prospects to their insurance agency.

Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!

When will you get the selling systems, tools, training, and agent support to – Set Sales Appointments With Business Owners? So, you will double and triple your life insurance appointments and sales even in this crisis?


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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”! 

Jeremy And Lew Nason - How To Set Insurance Sales Appointments With Business Owners... Ben Feldman's Approach!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 (with business owners) to succeed in selling more life insurance and annuities!

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Neal Merems – CA (34 years in the business)“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 Centerlast 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)

David H. Kinder, ChFC® - CA  (11 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)

Ric Komarek, RFC® - CA (7 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, RicRic Komarek, RFC® – CA (7 years in the business)

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By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA

Asking Your Insurance Clients Enough Questions, To Set The Best Sales Appointments, To Close More Sales One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! 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 probing questions you should ask prospects to set appointments and close insurance ales.  More Details! Immediate Download…  Order Now!

A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!

“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”


When Will You Learn How To Help Families? So You Will Increase Your Sales And Income Selling Insurance Like Ben Feldman! 

Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA

Middle American Family's Guide To Living Debt-Free And Truly Wealthy!

We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!

Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think 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 personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change! 


Get The Life Insurance Sales Systems, Tools, Training, and Support To Set Sales Appointments With Business Owners! Follow Ben Feldman!

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Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

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