Client Annual Reviews, For Back End Sales And Referrals To Quickly Grow Your Life Insurance And Annuities Sales!
Successful financial plans

Client Annual Reviews, For Back End Sales And Referrals To Quickly Grow Your Life Insurance And Annuities Sales!

Client Annual Reviews, For Back End Sales And Referrals To Quickly Grow Your Life Insurance And Annuities Sales!

If you’re like 95% of agents and advisors out there, you are leaving a ton of money on the table. Because you have overlooked one of the easiest and most profitable ways to grow your life insurance and annuity sales… Client Annual Reviews for Back End Sales and Client Referrals! But, don’t feel bad, 95% of all businesses miss this one too.

Consider, if someone has already purchased life insurance and annuities from you… then they have shown that you have some credibility with them? In effect, they are saying that they have some trust in you. So, you have overcome two of the main obstacles to setting sales appointments and closing sales? That gives you a huge advantage over your competition.

Why not use this huge advantage?

Would you prefer to do business with a stranger? Or with someone you have already done business with? Are your clients any different?

The Real Future Of Your Insurance Business Lies In Client Annual Reviews For Back End Sales And Client Referrals!

What Can You Offer As Back End Sales?

Think about it, no matter what you sell, there is always another product you could offer your clients. For example, if you sell homeowners insurance… you could offer your clients auto insurance, umbrella liability insurance, mortgage insurance, scheduled property insurance, business insurance, and the list goes on and on. Then you could ask them for a referral.

Or if you sell health insurance… your back-end sales could be disability insurance, LTC insurance, supplemental insurance, cancer insurance, etc.! Now you also ask for a referral!

Or, if you sell investments or investment advice… could you help your clients with transferring wealth, Roth IRA conversions, charitable giving, estate planning, tax reduction strategies, and more! Don’t forget to ask them for a referral!

And if you are selling Medicare supplements… then could you offer your clients a final expense policy, brokered CDs, annuities, etc.! Plus ask for clients’ referrals!

Many of your clients already buy these additional products from your competitors. Shouldn’t they buy them from you?

Remember, you have already built credibility and trust with them. So, if you do it right, and you stay in touch with them, then it should be a lot easier to set an appointment for a client’s annual review. So you can quickly increase your back-end sales and client referrals to quickly grow your insurance sales.

Conduct An Client Annual Reviews For Back End Sales And Client Referrals!

Setting The Client Annual Review Appointment…

Now, I’m not saying to send your clients a letter or brochure offering them a laundry list of products and services to choose from. Hoping that they will call you. They won’t call.

What I am saying is that when you meet them for an annual review you should do a complete fact-find to see if they need any of the other products or services you have. You do want more back-end sales and client referrals… don’t you? You do want to grow your insurance sales?

The Script For Setting Client Annual Review Appointments!

To schedule the client’s annual review appointment you could say something like this…

Hi Mrs. Smith, this is Lew Nason from Retirement Resource Management; I’m the one who helped you find your Medicare Supplement Policy last year. How are you today? (wait for a response and then you answer) Great!

The reason I’m calling is twofold. First, I’d like to ask how you feel about your Medicare supplement policy. (wait for a response and then answer)

Any problems? (wait for a response and then answer)

Any questions? (wait for a response and then answer)

Is there anything I can do to help you? (wait for a response and then answer)

The second reason I’m calling is I’m surveying all my clients who have money invested in CDs and I’d like to ask you a few questions if that’s Ok. (wait for a response and then answer)

Do you currently have money invested in CDs? (wait for a response and then answer)

How are they doing for you? (wait for a response and then answer)

How do you feel about that? (wait for a response and then answer)

Is that causing you a problem? (wait for a response and then answer)

What would you like to see happen? (wait for a response and then answer)

If I could show you how to get a better return, with the same safety and guarantees as you have with your CD, then would it be worth sitting down and talking about it?

The Annual Review Also It Easy To Get Client Referrals!

The more you help people get what they need, then the more trust and confidence they will place in you. By conducting regular client annual reviews you will build a strong, long-term relationship. As that relationship builds, they will feel better about you. And you will close more back-end sales. But, just as important they will want to refer you to all the people they know!

Build Your Annual Renewal Commissions With A Client Annual Review!

Property and Casualty agencies have found that their client retention increases dramatically with multiple sales in the household. The more business you have in the household the fewer lapses or cancellations you will have each year. This means you’ll have fewer chargebacks and more annual renewal commissions. That’s more money in your pocket instead of in your competition’s pocket!

Remember, people are not really your clients until they buy from you two or more times. Also, remember people’s situations change and they are looking for real help and guidance. So if you are focused on helping people instead of just making a sale, then they will welcome your efforts to assist them!

Do you want to grow your life insurance and annuity sales for long-term success? Then starting today, schedule a client annual review with each of your clients. Go after the real money in the Back End Sales and Client Referrals!


How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Set Better Appointments and Close Larger Sales!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families to find the money to spend, save, invest, insure and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 to help middle-income families to want to solve their problems. So you will earn $250K or more per year selling insurance! 

First, we will show you what to say (the basic insurance prospecting script) and the probing questions to ask your prospects… So you will set your best insurance sales appointments. Then we will show you the right questions to ask 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! Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary agents! To earn $250K or more per year!

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When will you get the tool, training, and sales support you need to successfully conduct a good client annual review? So you will make more back-end sales. While you get more referrals. So, you will grow your life insurance and annuity sales – to double and triple your income this year?


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

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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 Why Not Learn To Do Client Annual Reviews To Make It Change?

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 - Client Annual Reviews, For Back End Sales And Referrals To Quickly Grow Your Life Insurance And Annuities Sales!

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