How To Be A Successful Insurance Producer (Insurance Agent or Financial Advisor)?
Confident female doctor at office desk

How To Be A Successful Insurance Producer (Insurance Agent or Financial Advisor)?

How To Be A Successful Insurance Producer? (Insurance Agent or Financial Advisor) succeed long-term selling insurance

There is a lot of confusion as to what it will take for you to succeed long-term with selling insurance. Because they all tell you… If you will just follow our program’ then you will be a successful insurance producer (Agent or Financial Advisor)!

But, as we have all seen… 90% of the insurance producers (agents and financial advisors) who enter this business are NOT successful. They struggle and they are out of the business within 5 years!

According to LIMRA, the 10% of agents and advisors who do survive the 5 years, have an average net income of less than $50,000. Only 1% of the people who enter this business will be successful insurance producers (Agents or Financial Advisors) and will earn over $125,000 per year!

So, What Will It Take For You To Be A Successful Insurance Producer (Agent or Financial Advisor)?

Imagine for a moment that you want to become a doctor. Then in simple terms…

  1. You would go to college to learn the basics. Then you would go on to medical school for medical knowledge and training.
  2. Next, you would serve as an intern to learn how to use and apply your knowledge and training. So you could determine your specialty.
  3. Then invest in the equipment and training that you need to set up and run your practice.
  4. You would also need more training to keep up to date with all the changes and new advances in medicine.

No matter what the profession, you must follow this proven 4-step process, to succeed in long-term selling insurance. Because if you skip just one step in this process, it means you will likely fail!

The reason most insurance producers (insurance agents and financial advisors) will NOT be successful is they skip one or more of these 4 steps.

First Step – To Be A Successful Insurance Producer (Agent or Financial Advisor)!

Now, here are the 4 steps that you should follow… If you want to be a successful producer (Insurance Agent or Financial Advisor) and succeed long-term with selling insurance!

You Must Get the Technical Knowledge And Basic Training!

To start, there are no quick ways for you to succeed in the long-term selling insurance or any business. There are no shortcuts you can take! You have to learn and then master the basics! Which, in this industry means, you need to learn the basics about marketing, prospecting, setting appointments, fact-finding, and sales skills! And that is just the beginning!

You also need to learn about products, benefits, income taxes, social security, and investing. But most of all if you want to be a successful insurance producer (insurance agent or financial advisor) you need to learn the best ways for you to really help people!

Most companies will provide you with the technical knowledge you need to sell their products. But, they provide very little training or sales support on the basics that you need to be a successful insurance producer (Insurance Agent or Financial Advisor) to succeed in long-term selling insurance!

So, Where Do You Learn These Critical Basics To Be A Successful Insurance Producer (Agent or Financial Advisor)?

Today, with the Internet, it is easy for you to find Articles, Books, Videos, and more from the experts in our industry. You can also ask the best agents and advisors what books and newsletters they read. What videos do they watch, etc?

Here is what this successful insurance producer, agent, and financial advisor had to say…

Spencer Childs - NV  (31 years in the business) Successful Insurance Producer to succeed long-term selling insurance“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”

“I also 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”
Spencer Childs – NV  (31 years in the business)

Second Step – To Be A Successful Insurance Producer (Agent or Financial Advisor)

Learn How To Properly Apply Your Knowledge!

Once you have learned the basics, then you need to learn how to properly use that knowledge and training to guarantee you will succeed in long-term selling insurance! You also need to decide on your specialty. Who do you want to work with?

Consider, a doctor must serve a two or more-year internship. So that they can learn how to apply their knowledge and training. Then they must determine their specialty.

As an example; First, they need to learn how to properly diagnose their patient’s problems. So they can decide on the best remedies. If a doctor does not ask enough of the right questions… to get their patients to fully explain their symptoms! And does not fully examine them! Then they have little hope of properly diagnosing their patient’s condition! So they can prescribe the proper treatment or medication.

And, believe it or not, it is the same if you want to be a successful producer (agent or financial advisor) selling insurance and your services. You need to ask enough of the right questions. So that you get your client to fully explain their problems and concerns! And then you need to fully examine their situation! So, you can recommend the proper products and mix for the situation. That is what you get with our ‘How to Close 9 Out of 10’ Video Sales Trainingwith our 3 months of coaching and sales support.

Your next step… is you need someone to help you to learn what questions you should ask your clients. So you get them to fully discuss their problems, concerns, needs, and wants! So, you can find out what they want help with.

You need someone to guide you! To help you to decide on the best solutions for your clients. You need more than a home office technician who just runs illustrations.

Here is what this successful insurance producer, agent, and advisor had to say…

Audrey Sendrowski - Successful Insurance Producer to succeed long-term selling insurance“I just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! So, he wanted to know what I was doing differently. He’s impressed, and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before, but this is real proof. The bottom line doesn’t lie!” Audrey Sendrowski – MA (10 years in business)

 

Third Step – To Be A Successful Insurance Producer (Insurance Agent or Financial Advisor)! 

Now, Decide On Your Specialty!

Who do you want to work with and help? What problems do they face? What problems can you solve for them? And then what are the best solutions for those problems?

That is why we created our Trusted Advisor Success Program .. with our 3 months of coaching and sales support. We will help you to determine the best course of action for your clients.

The Final Step To Be A Successful Insurance Producer (Insurance Agent or Financial Advisor)

Now Get All The Tools And Training You Need To Set-up Up Your Practice To Succeed in Selling Insurance Long-Term!

Just like a doctor, you must serve an internship. So you learn the finer points of their specialty, from the expert! You will also need to invest in specialized tools for your practice. And then learn how to properly use them.

Each one of our Specialized Insurance Marketing And Sales Tool Kits comes with 3 months of one-on-one coaching and sales support. Our training is designed to help you determine who the ‘RIGHT’ prospects are for your specialty. And how you can find and then attract those people to you. You will learn the finer points of marketing, prospecting, setting appointments, fact-finding, sales skills, and product benefits. And then how you can really help people.

First, you will want to learn 10 of the best and most cost-effective marketing and lead strategies. Because you want to find and attract the people you have the best chance of selling. And, more important, you will learn all the ‘tricks of the trade’ to make those proven strategies almost foolproof. With all the specialized tools you need… including scripted PowerPoint presentations, invitations, flyers, sales letters, information reports, articles, telephone scripts, and much more.

Plus, you will learn how to stand out from every other less successful insurance producer (insurance agent or financial advisor) in your local area. So you become the trusted advisor people want to see.

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 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 and training for successful insurance agents and advisors to learn how to help middle-income families!

When Will You Get The Best Advanced Marketing 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!

Now, Keep Up With All The Changes and Advances In The Industry!

One of the best parts about our products and services is the ongoing training, coaching, and sales support we provide.  So you can keep up to date with the changes and advances that are happening in this industry.

Our Insurance Insurance Marketing and Sales Resource Center are updated every month. Plus, we provide live monthly webinars on critical topics. Along with e-books, and videos you need to further your mastery of the fundamentals. So you fine-tune your marketing, lead, and sales skills.

Our Trusted Advisor Success Program is constantly being updated every year to make sure you receive all of the latest and best training, tools, and ideas. And, each of our tool kits comes with 3 months of personal, one-on-one, coaching.

We also offer you advanced Insurance Marketing And Sales Tools, Training, Coaching, And Sales Support.

  • Gold Package – Personalized Newsletters and Membership to the Insurance Marketing and Sales Resource Center™.
  • Platinum Package – The back office support you need to close more and larger cases! We will review your cases with you. Help you to determine and design the best options for your clients. Then we will show you how to present your recommendations, to practically guarantee a sale.
  • Diamond Package – Includes The Platinum Package… Plus, monthly one-on-one coaching and mentoring for those agents and advisors who are serious about earning $500,000 or more per year.

Here is what this successful insurance producer, agent, and financial advisor had to say…

Randy Delph Thanks for everything, I’ve written over $270,000 of life premiums in the past two months since attending the boot camp in December. ($190,000 in commissions) Freedom Equity Group has asked me to do a teleconference to explain how I’ve accomplished this dramatic increase in my business. I’ll be recommending your Found Money Management™ system and your boot camp to everyone on the call.” Randy Delph, RFC, LUTCF, FMM – IN (35 years in Sales)

You Have The Choice To Be Successful Or Unsuccessful As An Insurance Producer!

You are the only one who sets the limits on your income and your success! Your career in insurance sales is a series of constant challenges.  If you want to become a successful insurance producer, (Insurance Agent, Financial Advisor) then you must use those challenges to motivate and excite you! You must meet and beat those challenges to succeed in the long term with selling insurance!

Most agents and advisors spend the majority of their time learning how to meet and beat one or two of the above challenges and neglect the others. You will become a very successful insurance producer, only if you continuously work on all four of the above challenges.

Meeting and beating all of the above challenges is the difference between you making $40,000 per year after expenses! Or, you earning $100,000 in the next 12 months! And you are on your way to earning $250,000 or more per year!

Where do you want to be in 12 months… in 2 years… and in 5 years? Will you succeed in the long-term selling insurance?

Here is what this successful insurance producer, agent, and financial advisor had to say…

Tony Fillipone Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“I did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you.

I tell new agents about you every chance I get. I had to kiss a lot of frogs to find my prince. And you guys were it. 15 years later I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you. I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM – IL (24 years in the business)


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

Living Debt Free And Truly Wealthy - How To Be A Successful Insurance Producer?

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!


Get the Training You Need To Be A Successful Insurance Producer (Insurance Agent or Financial Advisor)… To Succeed Long-Term With Selling Insurance!

How To Become Your Insurance Client’s Trusted Advisor!

The Key To You Being A Very Successful Insurance Agent? Learn How To Really Help Your Clients!

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 - succeed long-term selling insurance

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