New Way To Set The Best Sales Appointments For Insurance!

New Way To Set The Best Sales Appointments For Insurance!

Coaches Corner... A New And Better Way To Set A Sales Appointment For life Insurance!

Imagine that you are at home watching TV and you get this phone call… “Hello, my name’s Bill. I’m with XYZ company. And we help people to save money on their life insurance. (or We help people to save for retirement) Do you have a few minutes to talk?” What would go through your mind? Probably something like this: “Oh No, not another salesperson that just wants to sell me something.  They just want me to set a sales appointment for life insurance with them. How can I get them off the phone?” Or do you just hang up the phone?

Is that what your prospect thinks and does when you call them? There Is A New And Better Way For You To Set Sales Appointments for Life Insurance!

Why Is Setting Sales Appointments For Life insurance A Problem?

The moment that you use this ‘old school’ approach about who you are and what you offer, then people will see you as just another “salesperson!”  This means that in most cases you will not set a sales appointment for life insurance.

However, the problem is not about what you are selling. The problem is with how you approach your prospects to set insurance sales appointments. We have all been taught to push prospects to set a sales appointment for life insurance. But that creates a lot of sales pressure. But, if you learn to put yourself in the mindset of the person you call. Then you will find it is much easier to get past their sales filter. It’s the fear of rejection that makes calling to set a sales appointment for life insurance so frightening. Instead, think about how you can engage people to have a real conversation with you – so they want to set a life insurance sales appointment.

The traditional approach that most sales trainers teach to set a life insurance sales appointment… is to tell the prospect about yourself, your product, and your solution. Then hope that the prospect will connect with what you just told them. And hope they will want to set a sales appointment for life insurance.

The problem is, that when your present your solution before you talk to them about a problem that they have… Then you are talking about yourself, and not about them!

Your prospects will connect with you only when they feel that you understand their concerns… Before you talk about your solutions! When people feel you understand their concerns…  Then they will listen to you. And, they will want to set a sales appointment for life insurance with you!

A New And More Effective Approach To Set Sales Appointments For Life Insurance!

At IPS, we teach agents to send out our ‘Heart felt’ letter to prospects before they call them. (only 5-10 letters per week) And then to follow up with a call a week later and say… “Hello, Mr. Johnson this is Bill Jones. The reason I am calling you is I sent you a letter last week about how we help families. And if I may, I would like to ask you a few questions.” They generally say… “OK,” Then you say… “If I may ask, do you have a mortgage on your home?” And then you ask more questions and have a real conversation with them about what would happen if they were not there tomorrow. Do not tell them what would happen. Ask questions to get them to tell you! And you will set a lot more appointments for life insurance!

Another approach, after you ask permission, is to ask them… “Are you happy with what you are currently saving for retirement?” And then you ask more questions and have a real conversation with them about what they want when they retire.

Whenever you talk to people, you want to have a real conversation with them first. You do NOT give them a sales presentation or talk about you or your products. This new approach is designed to engage people in a natural conversation. The kind that you might have with a friend. This approach lets both of you decide whether it’s worth your time to pursue the conversation further. The key here is never to assume beforehand that your prospect should buy what you have to offer. Even when they appear to be 100% fit as your “IDEAL Client.” When you go into the sales call with that assumption, then your prospects will pick up on it. And they will not set an insurance sales appointment with you, no matter how sincere you are.

So, do you want to learn a new and more effective way to set more and better life insurance sales appointments? When do you want it? What would that mean to your life insurance sales career if you set more and better sales appointments? How would you feel?

Asking Questions Makes It Easier To Set Sales Appointments for Life Insurance! 

One of the best parts about you learning to ask the right questions to set an insurance sales appointment. Is that it will also help you to ask more and better questions during the initial fact-find interview! Which will result in you closing more and larger sales!

The great part is that you don’t have to be great at asking questions right away. But the quicker you learn, then the more and better insurance sales appointments you will set. You will also close more and bigger insurance sales. And when people feel that you understand their concerns, then they will refer you to more people!

And isn’t that what you really want?

When Will You Make It Easier To Set Sales Appointments for Life Insurance? 

Do you want the very best personal sales training and support? Do you want a new and more effective way to set more and better sales appointments and close more insurance sales? Plus, do you want to make sure that you provide the best and right options for your clients? Then it is time for you to invest in our How to Close 9 out of 10 sales training videos. Plus you will get 90 days of personal training and support to show you the best and right ways for you to help your clients.

In addition, we have ongoing help with cases (back-office support) for those agents that want it.

Please note, that my family has been training and coaching agents and advisors on how to succeed in insurance sales for over 38 years! We are full-time agents and advisor trainers, coaches, and mentors. In most cases, we can help you to make small adjustments, so that you will increase your insurance sales in 30 days or less. And then we can help you to decide what additional insurance agent and advisor sales training and coaching you will need to make a great living. This business is very easy when agents and advisors get the right insurance sales tools, training, coaching, and support.

Isn’t it worth a phone call and just 20 minutes of your time to see if we can help you to increase your insurance sales and your income? When do you want it to happen?

Advanced Insurance Sales Skills Training System And Videos, With 90 Days Of Personal Training, Coaching, And Sales Support!

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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 success 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 then 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 sales 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!

Includes Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!

Joe Mardesich, UT (30+ Years In Financial Services)“Your (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)

Oliver Chamberlain, PA (12 years in the business)“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nason’s special is how much they care about not only us, as THEIR clients… But OUR clients as well. The Nasons will not only help you increase your income. But if you apply what they teach you, you will truly become a trusted advisor of your community. You will also learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!” Oliver Chamberlain, PA (12 years in the business)


Fast Track Advisors' Guide To: 'Asking The Right Questions' How to Set Sales Appointments... Best Questions To Ask Your Insurance Prospects To Find Out What They Need And Want!Advisor Guide To… ‘Asking The Right Probing Questions’  Only $9.95

In this ’37 page’ E-book you will learn to ask the right probing sales questions to get your insurance prospects emotionally involved. So, they will want to set an appointment with you… And then buy from you right now! Your success in sales is ‘NOT’ about how good you are at telling people why they need to buy your products or services! Your success will be based on whether your prospects trust you and believe that you are there to really help them! And that is about you asking your insurance prospects the right questions!

Do you want to learn to set sales appointments? So you can close ‘9 out of 10’ sales? When you tell people what they should do, then they may or may not believe you! But if you learn to ask insurance prospects the right probing sales questions to find out what they need and want… then your prospects will sell themselves! It is an immediate download… Order Here


Are You Asking Your Insurance Clients Enough Questions? Only $29.95Are You Asking Your Insurance Prospects Enough Probing Questions? Only $29.95

One of the recurring topics we write about each week and talk about every day is asking your insurance prospect the right probing sales questions. And then ask your insurance prospects enough probing sales questions! That is because asking your insurance prospects probing sales questions is one of, if not the biggest key to your success selling insurance. Accordingly, agents have been asking 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 probing sales questions to ask insurance prospects. And we put them all into our limited edition e-book… Are You Asking Your Insurance Prospect Enough Probing Questions? Inside this 24-page guide, you will find our goldmine of probing sales questions that you should be asking your insurance prospect.  More Details! Immediate Download…  Only $ 29.95


When Will You Learn How To Help Your Insurance Clients? So You Will Know The Right Insurance Sales Questions To Ask Your Prospects?

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 the future… So that you can help them to “Live Debt Free and Truly Wealthy!” By the end of the book, you will understand our philosophies, concepts, and techniques. And how you can make a real difference by helping your family, friends, clients, and neighbors to 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 Training To Set More And Better Sales Appointments!

A Life And Insurance Sales Career Worth Living!

Ask Prospects The Right Insurance Sales Questions!

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 - Life Insurance Marketing and Sales Systems, Tools, And Training For Agents and Advisors To Help Families!

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