How To Set Life Insurance Sales Appointments Using A Cold-Calling Appointment Script!
Dear Friends… When I first started to sell insurance, I struggled to set life insurance sales appointments just like everyone else. Then I found my first mentor! Mike Wood showed me how to set all the life insurance sales appointments I needed each week, using a simple cold-calling appointment script. But, without my spending 5, 10, or more hours every week on the phone to set enough life insurance sales appointments.
Mike spent several days role-playing the life insurance cold-calling sales appointment script and the questions with me. Then, he got on the phone and set a few cold-call life insurance sales appointments to show me how it was done. Then I got on the phone and I was able to set some cold-call life insurance sales appointments. However, the amazing part is we used the cold-calling script to set life insurance sales appointments from the phone book!
The main idea was just to find the people who own life insurance… from any company.
Important Note – We were NOT trying to replace those life insurance policies! We wanted to find the people who already owned life insurance and had not seen their agent in a long time. Because people who already own life insurance – believe in life insurance – are more likely to set an appointment to buy life insurance again!
“Jeremy, I had an appointment last night where I used the fact find before Christmas. I completed the proposed template with 2 IUL products (husband and wife). And walked out last night with 6k in premium. I also got a lead for my accountant and mortgage broker as well. This stuff works. Thanks…” Rocco Taraborrelli – NJ (7 years in insurance sales)
Cold-Calling Script To Set Life Insurance Sales Appointments
The cold-calling script and conversation with your prospects to set life insurance sales appointments would go like this…
“Hello Mr. Jones, this is Lew Nason with Metropolitan Life. How are you today?” Wait for a response! And then say…
“Great, I am glad to hear it! The reason I am calling is to ask you some questions about your current insurance program. If I may ask, do you currently have a life insurance policy?” Wait for a response!
“Great, how long have you had that policy?” Wait for a response!
“When was the last time you met with an agent to review your policies?” Wait for a response!
“The reason I ask is that most people have not seen an agent in a very long time and they are not aware of or taking advantage of some of the unique benefits and features in their life insurance policies. When reviewing older policies, I have also found that many of them have mistakes and are not set up properly. And, if I may I would like to meet you and then spend 10 minutes reviewing your policy for you to make sure everything is set up properly for you and your family. What is the best time for us to get together? Wait for a response!
Then Ask Follow-up Questions!
Most of the time the prospect will ask some questions and then you will get into a conversation… About the problems and concerns, they have about their policy!
“Does your policy provide Inflation Protection? Do you know that by properly setting up the dividends options you can make the death benefit grow each year?”
“Do you know if your policy is self-completing in the event you become disabled?”
“Does your policy have the recession-proof clause? Has it been set up to pay the premiums automatically if you should ever miss or do not have the money to make a payment? This would guarantee that your policy will not lapse when you need it the most.”
“Are all your children listed as beneficiaries on your policies? Many of the policies I have reviewed have not been updated to include all the children. Or, they never included any of the children!”
“Are you paying taxes on the dividend interest? Did you know you do not have to pay taxes if your policy is set up properly?”
“How much life insurance do you have? If something happened to you tomorrow, then how long would that last for your family? Then what would they do?”
“Do you have insurance that would pay off your home mortgage for your family if you were not there tomorrow?”
Summary Of How To Set Life Insurance Sales Appointments With A Cold-Calling Script!
The idea was simply to ask questions to try to disturb them just enough… so they would see the benefit of setting a life insurance sales appointment with me. By using this approach, I was able to set life insurance sales appointments with 3 out of 10 people I spoke to… cold-calling right from the phone book. Using this life insurance cold-calling appointment script. So, thanks to Mike, within a few weeks, I set 10 life insurance sales appointments each week. And I closed 3 sales per week!
However, remember the key that made this life insurance cold-calling appointment script work was… “Mike spent several days role-playing the life insurance cold-calling appointment script and the questions with me to set appointments!”
But, Will This Life Insurance Cold-Calling Sales Appointment Script Work Today To Set Appointments?
Are you thinking, this life insurance cold-calling sales appointment script will not work today to set appointments? Because people are much more knowledgeable and much more skeptical? Well, then you would be wrong! Because most families are underinsured and know they need help! So, the problem for them is to find someone who is knowledgeable and they can trust! By asking the right questions you will show them… in the best possible way… how they will benefit when they set a life insurance sales appointment with you!
Note: While this life insurance cold-calling sales appointment script works to set appointments (I know because I used it)! It is far from the best way to set life insurance sales appointments with the people who are your ideal prospects. However, this life insurance cold-calling sales appointment script is a decent way for you to get started. Or a decent way to fill in any gaps. And it is a more effective script than how they teach you to call mortgage or final expense life insurance leads to set appointments.
“Lew, I recently purchased your Advanced Fact-Finding Video… I have been on two interviews so far and used the methods you described. It was surprising how the folks opened up. Not only were their defenses totally down, but they actually stated that they liked the low-pressure approach and questioning process to find out what their needs/concerns were… before they were asked to buy anything. In both cases, the customer actually told me what they were going to buy! By the way, I am going to recommend that you contact Allstate’s Financial Specialist Manager, so you can help them with their sales efforts. They have spent a ton of money on similar programs, but in my humble opinion, what you offer is much better. Feel free to drop my name.” Robert Dupuis, Allstate Agency Owner, TX
How To Get All The Life Insurance, Annuity, And Cold-Calling Sales Appointment Scripts You Want!
As a member of our Insurance Marketing and Sales Resource Center (only $39.95 per month), you will find the most effective life insurance and cold-calling appointment scripts. In addition to the proven sales and insurance appointment scripts for an annuity, LTC, DI, business owners, mortgage insurance, final expense, and more! These life insurance and cold-calling appointment scripts are all based on what we have learned from the Legends in our industry!
You will also have all of the questions you should be asking people! So you can set a life insurance sales appointment, even when cold-calling. We explain in detail what you should ask and why! Then we cover how to handle objections the right way!
You will also have immediate access to our massive video library (200+ hours) of training every insurance agent or financial advisor should know! Along with access to our massive database of training articles, tools, sales letters, appointment scripts, power points, sales questions, and more to sell life insurance and annuities!
And the best part is you will even get live training! Each month we have 4 live webinar classes where you can ask questions and get help… Group Coaching, Case Design, & Sales Concepts Training. All 4 classes are FREE to the members of the Insurance Marketing and Sales Resource Center. We record each class, so you will have access to all of our past classes!
Our scripts and training to set more and better life insurance sales appointments work even when cold calling… and it is not just us saying so!
“Lew, Jeremy, Alex, with my normally shy nature, and being so new in the business (1st year or so), I am also very impressed by the script you gave me for the phone. I literally had to stop calling halfway thru my 50 a day call quota because I had booked more than 5 appointments for the week I was in (today is Weds) as I already had some booked for this week from last week, in which I made over 150 cold calls and I only booked 4 appointments! In other words, I booked more appointments in one-third of the calls!!!!! This is a game-changer!! As they used to say… Man O Manachevtiz!!! Thanks, A Lot Guys!!!” Ernest C. Vision, MBA, Vision Financial Group – GA (1 year in the business)
“I’m excited and have been gaining a lot of value already in our business through your membership site my husband has joined. We have been searching for over 3 years now for the right stuff to help us grow, it is clear you offer what we have been looking for. Thank you so much and looking forward to the coaching also!” Melanie Roger – Ontario Canada (3 years in the business)
“Dear Jeremy, I just wanted you to know, yesterday I set 9 new appointments for the rest of this week and next. I picked up a $40,000 check yesterday, 2 apps for life insurance and an appointment to move 67,000 from a 401K to an EIA. Thank you again for your help and generosity.” Spencer Childs – NV (31 years in the business)
As a member, of our Insurance Marketing and Sales Resource Center you will gain immediate access (24/7) to the Greatest Collection of annuity and insurance marketing, branding, prospecting, appointment setting, sales skills, and product training… ever assembled into one place for insurance agents and financial advisors. Including all of the proven sales letters, scripts, sales presentations, and so much more! (monthly membership fee… less than $1 a day)
You will also receive 3 Live Hour Coaching Webinars each month… Live Group Coaching… Case Design Classes… & Sales Concepts Training… with immediate access to all of our Past Coaching Webinars! These webinars will show you how to set the best life insurance and annuity sales appointments using our scripts and questions! And where you can help families to find the money. So that you can close more and larger life insurance and annuity sales right now!
How We Will Help You To Use A Cold Calling Script – To Ask The Right Sales Questions – To Set More And Better Life Insurance Sales Appointments!
Please take a few minutes to check out Industry-Specific Insurance Agent Sales Skills, Asking Questions, and Fact-finding Training Programs! The agent sales skills, asking questions, appointment scripts, and fact-finding training programs to help middle-income families are the real keys to success in setting appointments and closing 9 out of 10 life insurance and annuity sales even when using a cold-calling script!
How We Help You Increase Your Sales And Income Selling Insurance!
Whatever the reason is for you not making the sales income you want selling life insurance! We will help you to fix it! So where do you want to go from here? Will you be our next agent success story? Call us now and we can help you decide which of our training and coaching programs is the right one to increase your sales and income selling insurance! 877-297-4608
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First, we will show you what to say (life insurance, annuity, and cold calling appointment scripts) and the probing sales questions to ask your prospects… So you will set your best life insurance and annuity sales appointments.
Then we will show you the right questions to ask in the fact-find to help middle-income families 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!
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“Your (insurance sales skills) training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact-finder first. I now start off every new call by saying, “I know we’re here to talk about health insurance, but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing is 5 times easier than it was before I was doing a fact-finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.” Joe Mardesich – UT (30+ Years In Financial Services)
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*** Not Sure Where To Start… Cold-Calling Script To Set Life Insurance Sales Appointments! ***
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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!
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“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)
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“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)
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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!
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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 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 and Cold-Calling Scripts To Set Better Sales Appointments!
How To Set Great Sales Appointments For Insurance With The People You Know!
Insider Secrets To Setting The Best Life Insurance Sales Appointments!
How Do We Get Our Insurance Clients To Trust Us?
