Insurance Sales Marketing And Business Plan… Make This Your Most Profitable Year!

IPS Success Tips

Now, for many of you, this may sound very basic. And, as you read this you will probably say; “I’ve heard it all before!” However, the problem is… “Not one in a hundred agents do it!” So, why don’t more agents do it? It is because they believe it is too complicated… And it takes too much work. Or is it because they do not know where to start? So, what am I talking about? I am talking about creating simple, very effective, and successful insurance sales business and marketing plans

Let’s make it very easy and we will help you to get started…

To start with, all of the talks about you making insurance sales business and marketing plans is not a lot of hooplas!

If you want to grow your insurance sales, then you must have a plan.  

So, business and marketing plans for you are just as important as it is in all other industries!

Have you ever used or heard the following?

“People Don’t Plan To Fail, They Just Fail to Plan”

It is something we talk about with all our prospects because we want to help them see the value of establishing a financial plan. And, it also applies to your business!

If you want to formulate a simple insurance sales business and marketing plan, then you first need to look at the key activity areas within your business that actually make you money.

Here’s a good place to start your Insurance Sales Business And Marketing Plans…

Take a few minutes to answer these questions. If you do not have all the answers, then do a little research. Estimate if you have to. It is not that hard. But it will pay big dividends in your results for 2018!

  • How many prospects did you put into your pipeline last year?

  • Where did these prospects come from? (purchased leads, referrals, lead list, mailing campaign, neighbors, friends, current clients, etc.)

  • How many of these prospects did you contact every week?

  • Then how many appointments did you get from those contacts?

  • How many appointments turned into fact-finding interviews?

  • Then how many fact-finding interviews turned into closing interviews?

  • How many closing interviews resulted in a sale?

  • From which prospecting group did most of your most profitable sales come?

Now, the big question for you is: “Are you spending most of your time on those activities?”

If you answered “No” then that is the first place you should start your insurance sales business plan. What will you do to ensure that you focus and then work on the activities that will actually make you money? Because you can not make a $100 per hour doing clerical work!

Let’s look at your key activity areas…

What is working and what is not working?

Which of these areas needs the most improvement?

Now, write down what you will do to improve your results in those key areas.

That is it. You have just created your simple and very effective insurance sales business plan for 2018!

Now there is just one more step…

You must follow it! This means you must keep it in your face and look at it every day! So, hang it on your bathroom mirror! Then put it everywhere where you will be sure to see it every day!

Two key money-making areas…

Here are two key money-making areas that most agents are completely overlooking – your current clients and referrals! So, you might want to add them to your insurance sales business and marketing plan.

1. Establish a client-nurturing program. If you would like to make some easy sales, then here is what you need to do:

  • Set up a system to stay in contact with your clients every month… Send them a monthly newsletter!

  • Provide value-added services and information which are not directly linked to a sale. Send them articles from the newspaper or Internet about things that concern them and their families. Things that are not directly related to your business. (Wills, trusts, taxes. social security, etc)
  • All clients are NOT the same. So, ensure that you have segmented your clients into 5-star, 4-star, and 3-star. The 5-star clients get the “5-star” treatment.

  • Gather information on an ongoing basis in terms of who your clients are. What are their current needs? And then how can you improve your level of service to them?

2. Establish a referral program to maximize your word-of-mouth sales. It doesn’t need to be fancy. There are several ways you can increase your referrals, including:

  • Start by simply asking clients via a follow-up phone call soon after the sale.

  • When running a workshop, send your clients some extra complimentary tickets for their friends.

  • Then put a referral form and a return envelope in the envelope with your newsletter and other correspondence you send to your clients.

  • And finally, develop a referral incentive and write to your customers promoting a special incentive or reward every time they refer a friend.

Develop a simple business plan today. So you will guarantee that 2018 will be… Your Most Profitable Year Ever!

Want help with creating your insurance sales business and marketing plan? Then check this out… or call us @ 877-297-4608


Creating Your Insurance Sales Business And Marketing Plan?

When Will You Get These Proven Insurance Marketing, Prospecting, Appointment, and Sales Strategies, Training Programs, Tips, and Tools to Create Your Successful Insurance Sales Business And Marketing Plan?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about helping middle-income families to get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to specialize in helping middle-income families So you will earn $250k or more per year selling life insurance!

We will show you how to find and attract your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families 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 clients and prospects to close 9 out of 10 insurance sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best-specialized life insurance marketing and sales system, training, and business plan for insurance agents and advisors to learn how to help middle-income families!

When Will You Get The Best Advanced Insurance Marketing Plan, Tips, Tools, Training, and Coaching You Need Specialize… To Find and Attract Your Best Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can find and attract your best insurance prospects and set your best sales appointments! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also get the best insurance marketing, sales training, and support you need to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes Our Found Money Management™ Tool Kit (Life insurance marketing and sales system),
With Our How To Close 9 Out Of 10 Insurance Sales – Sales Training System And Videos,
With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families!

Living Debt Free And Truly Wealthy

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’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors 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!


Nothing Will Change Until You Make it Change. So It Is Up To You To Get The Best Insurance Sales Systems, Business and Marketing Plans To Make It Change!

Insurance Sales Success… 5 Traits Top Insurance Sales Professionals!

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

Recommended By The Members Of The IARFC - Insurance Sales Business and Marketing Plan... Make This Your Most Profitable Year!

Leave a Reply

Your email address will not be published. Required fields are marked *

*

This site uses Akismet to reduce spam. Learn how your comment data is processed.