How To Ask Clients For Insurance Referrals… The Right Way! (Insurance Client Referrals Scripts)
Dear Friends, Here is an article about asking clients for insurance referrals the right way… with an insurance referrals script… from our friend and coach Sandy Schussel. Get the referred lead system and the best script to ask clients for insurance referrals.
“I’ve talked to my clients occasionally about introducing me to someone they know might need my help,” Art, a financial services representative I worked with recently told me. “But they always tell me that they can’t think of anyone.”
“Maybe that is true,” I suggested. “Do you have a value discussion before you are asking clients for insurance referrals?”
“A value discussion?” Art asked. “You mean like asking them what they think of my services?”
“Exactly,” I replied.
“No way, man!” Art protested vehemently. “Most life insurance clients are unhappy that they had to face and talk about their death and unhappy that they had to pay premiums. If I ask them what they think of me or my service, I can’t imagine what would come out of their mouths.”
“Try it,” I suggested. “On all of your appointments this week, ask your clients or the new people you sit down with how they feel about the service they have been getting or the whole insurance discussion, and then see what happens.”
Art was skeptical, but he agreed to do what I asked.
Art’s Results On Asking Clients For Insurance Referrals With Our Script
When we spoke again the next week, I could hear Art trying to hold back his excitement.
“Every one of them said very positive, very flattering things,” he exclaimed. “The only negative comment had to do with me not following up with them when the case got delayed in underwriting. So I apologized and promised to fix that in the future and she was happy.”
“But here is the real kicker,” he continued. “Without my even bringing the subject up, one of them started to tell me about a friend who had mentioned he needed insurance.”
One of the best ways to grow an insurance practice of any kind is by asking clients for referrals. Most professionals make the mistake of asking clients for insurance referrals… Or asking for a sale – before they have made sure not only they have given value… But that the client recognizes it.
Discussions about your relationship with clients should come up often. Continue your relationship with them after they purchase. Check in with them. Get them to tell you what is working and what is not working. Don’t be afraid to hear bad news.
Studies tell us that only one in twenty-seven unhappy clients tell us when they are unhappy. The rest simply stop using us and recommending us. Think about that figure. It means that if just one person complains, twenty-six others are unhappy and did not tell you. If you do not believe the statistic, then think about the last time you went to a restaurant, were dissatisfied with the food or the service, and vowed never to come back… But did not tell the manager about it.
Sample Asking Clients For Insurance Referrals And Our Script
Most importantly though, before you talk with your client about other people he might know about who could use the same kind of help you are providing him… Make sure he tells you just how great his experience with you was.
Start with a general question like: “Peter, I just want to make sure I’ve given you the best service I can give you, so I want to ask you how we’re doing.” The answer to a question like this is likely to be positive but without any detail.
So next, get specific: “Tell me something that you’ve found particularly helpful.” When he mentions one thing, ask him, “What else?” Keep asking this question until he’s out of answers.
Then, continue the value discussion by asking directed questions: “Did you like how we showed you a way to make the policy affordable?” Finally, ask what you can do better. If the answer is that your client is really happy, ask her if she knows someone like her who could use the same kind of service. If she’s not happy, fix your service.
Asking insurance clients about your value with our script can have some great results for getting referrals. Start to ask clients for insurance referrals the right way with the script… Then start asking clients for insurance referrals immediately.
‘Dynamite’ Referred Lead System ™ And Script To Ask Insurance Clients For Referrals!
Inside our Dynamite Referred Lead System ™, you will find a step-by-step insurance referral strategy and client script to follow. Now you can use these scripts to ask and get endless client insurance referrals. It all starts with how to set yourself apart from everyone else. So your insurance clients will want to give you a referral to everyone they know! Then how to use our scripts to talk about referrals with your insurance clients… and ask without sounding pushy or needy.
You will also find out how to set up Joint Ventures… So you cash in on one of the absolute best strategies and scripts for asking clients and getting insurance referrals!
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“It is truly something every agent, broker, and financial pro should have”
“Thank You. I greatly appreciate your efforts and all you do to promote the well being of America and Americans. You are a hero that many look up to. I have just received the ‘Dynamite Referred Lead System’ I ordered (for 20 for my best agents). It is truly something every agent, broker, and financial pro should have; including every sales person whatever their sales agenda be. In my next article I will recommend all sales people add to their New Year’s Resolution list – Get a copy of The Dynamite Referred Lead System – it will help your New Year’s Resolutions come true. ” Paul Cross, IL – Founder of the Annuity National Brokerage Corp. (30+ years in business)
What Should You Do Today To Have More Sales Success Selling Life Insurance And Annuities?
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.
Harness The Power of Found Money Management!
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Trusted Advisor Success Program™
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Our Trusted Advisor Success Program™ (Life insurance marketing, agent selling, and client referral system)! This is about you learning how to help middle-income families (people) find the money to “Live Debt-Free And Truly Wealthy!” It is about you helping families (people) find the money… To get all the cash-value life insurance they need to protect their families. While you help them find the money… To save for a tax-free retirement, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, and annuities!
Using our life insurance marketing and sales program… You will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of coaches for over 40 years who have been training agents and advisors to be Trusted Advisors! Helping families (people) find the money to secure their future. It is the best agent sales training to guarantee you will earn $250k or more per year… Selling IUL, whole life insurance, and annuities and get referrals! Just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh!
First, you will get the best agent marketing training and scripts… to find and attract your best life insurance sales leads/prospects and client referrals. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.
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Then you will get the insurance agent sales training you need to learn how to help families (people) find the money to take immediate action!
Finally, you will get insurance agent sales training to learn the best sales presentations… So you will successfully close 9 out of 10 IUL, whole life insurance, and annuity sales. So you will earn $100K, $200K, or more per year selling life insurance like the Top Agents.
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You Will Master The Best MARKETING To Find Your Best Life Insurance Prospects!
Inside our agent training program, you will find the best insurance marketing plans and strategies! You will learn the best ways to use… Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Ask for Insurance Client Referrals; Social Media; Client Newsletters; Annual Reviews; and more… With all the sales tools, appointment scripts, insurance client referral scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is… How you help families (people) find the money to Live Debt-Free and Truly Wealthy!
INCLUDES… The best life insurance marketing, agent sales training, coaching, and support! It is everything you need to Help People find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program™. Now you can help every family (people) find the money to secure their future – not just the wealthy!
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When will you make yourself referable… So you never need a script to ask your insurance clients for referrals?
IPS Mini-University In Insurance Marketing And Sales
**** Not Sure Where To Start… How to ask for insurance referrals! ***
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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”!
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)
Insurance Marketing and Sales Resource Center™
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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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INCLUDES… 4 Live Hour Long Weekly Insurance Agent Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
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Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
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 a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close the most life insurance and annuity sales? Then make sure that your name and special insurance marketing message about how you are helping middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to closing more repeat life insurance and annuity sales and getting referrals (exclusive leads) from your current clients. So it is a huge 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 know how you help middle-income families! And, then why would they refer people to you?
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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 your 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!
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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 Best Life Insurance Referred Lead System And Scripts To Ask Clients For Referrals!
Why And How To Get Insurance Referrals!
Principles To Increase Your Insurance Sales… From Legend Ben Feldman
