Little Insurance Marketing Secrets For A Big Impact! Generate More Sales And Client Referrals!

IPS Coaches Corner... Little Insurance Marketing Secrets For A Big Impact! Generate More Sales And Client Referrals!

10/01/2021 – Here is a little insurance marketing secret from our friend and coach Sandy Schussel. This little insurance marketing secret will help you generate more sales and get more client referrals!

Insurance Marketing Secret To Generate More Sales And Client Referrals: Send A Notecard

Thank your clients for their business. Then thank them for referrals. Remind them about their appointments. And do each of these with a handwritten note.

Find an excuse to send a notecard to people you meet, people who provide services to you, and the people whom you serve.

We have all become so accustomed to communicating by email, text, and other electronic and social media. This means that the lowly notecard – handwritten, hand-addressed, hand-stamped, and delivered by “snail mail” – has become an item of immediate interest and delight when someone is shuffling through her junk mail or bills.

There is a cost factor and a small amount of labor in putting together stationary, stamps, a message, and postage. But the potential rewards for this little insurance marketing secret are great.

This Little Insurance Marketing Secret Works To Generate More Sales And Client Referrals!

Peter, one of my financial advisor clients, told me a story about how he thought his light gray suit was ruined when someone spilled red wine in his lap at a networking event. He was amazed that the dry cleaner was able to get the stain out entirely. Leaving the suit as good as new.

“Send him a note, thanking him for getting the wine out,” I told him. Peter protested that a handwritten note was overkill. He had thanked the owner personally when he picked up the suit. I explained to him that the owner probably received dozens of complaint letters each year. People send letters to complain about damaged shirts and demand reimbursement. The seemingly outdated thank you note, I told him, would surprise and flatter the owner. And, in the long term, help Peter’s business.

Peter was skeptical, but he sent the thank you note, with one of his business cards enclosed. A week later, Peter called me, unable to hide the excitement in his voice. “When I walked in with my shirts yesterday,” he started, “My note and the business card I enclosed were taped up on the wall near the counter. The owner thanked me for my note and then asked me about my business.  Something he’d never done in the three years I’ve been bringing my clothes to him.”

“But wait!” he exclaimed, “It gets better. I told him what I did, and he asked me if I’d be willing to talk with him about his situation. And all because I sent him that note!”

Peter’s Success Story With This Little Insurance Marketing Secret… 

Peter eventually started working with the dry cleaner. And found out he has other businesses and a significant amount of assets. It won’t always work out like that. But it will open doors for you if you keep doing it. Make it a point to write three note cards a week – to anyone you can think of, and for any reason. Enclose a business card, and don’t be afraid to follow up when the opportunity arises – by asking if your note was received.

P.S. Peter sent me a handwritten note to thank me for helping him land this new client. I was thrilled to receive it. And I would be just as thrilled to refer him to anyone who needed his help.

Do you want help moving your potential clients to decide to work with you? Do you want to know more little insurance marketing secrets so you can generate more sales and client referrals?

Then contact me. In the meantime, keep REACHING…

By Sandy Schussel


Is it Time For You To Get The Personal Coaching, Marketing Secrets, And Sales Support You Need To Earn $100k Or More from Selling Life Insurance?

When will you learn and use this little insurance marketing secret? When will you learn more insurance marketing secrets to generate more sales and more client referrals?

Trusted Advisor Success Program™!

Trusted Advisor Success Program

Our Trusted Advisor Success Program (Life insurance marketing and agent selling system)! This is about you learning how to help middle-income families (people) find the money to Live Debt Free And Truly Wealthy! It is about you helping families (people) find the money… To get all the cash-value life insurance they need to protect their families. While you help them find the money… To save for a tax-free retirement, save for college, create a family bank, and more! Using your cash-value IUL, whole life insurance, and annuities!

Using our life insurance marketing and sales program… You will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of coaches for over 40 years that have been training agents and advisors… to be Trusted Advisors! Helping families (people) find the money to secure their future. It is the best insurance agent sales training to guarantee you will earn $250k or more per year… Selling IUL, whole life insurance, and annuities!

First, you will get the best agent marketing secrets and training… to find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.

Next, you will get the best insurance agent fact-finding sales training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!

Finally, you will learn the best sales presentations… To close 9 out of 10 IUL, whole life insurance, and annuity sales.

Then you will learn how to help families (people) find the money to take immediate action! So you will earn $100K, $200K, or more per year selling life insurance like the Top Agents.

It is the best life insurance marketing, appointment setting, selling system, training, and secrets for agents and advisors. It is how you will learn to help people find the money… To close more and larger life insurance sales today! 

You Will Master The Best MARKETING To Find Your Best Life Insurance Prospects and Get More Client Referrals!

Inside our agent training program, you will find the best insurance marketing plans, secrets, and strategies! You will learn the best ways 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 sales tools, appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is… How you help families (people) find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance marketing secrets, agent sales training, coaching, and support! It is everything you need to Help People find the money to use all the HOT Life Insurance Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program. Now you can help every family (people) find the money to secure their future – not just the wealthy!

When will you decide to learn the best insurance marketing secrets to generate more sales and more client referrals?

Here Is What These Agents Had To Say About Our Insurance Marketing Secrets To Generate More Sales And Client Referrals!

Neal Merems - CA (34 years in the business)“After just reading the first page of Insurance Pro Shop Marketing 101. I learned why I need a new business card, a new tag line, and a new phone line. That’s just from page 1. I learned more from Jeremy in 3 short 2-minute questions than 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)

Steve Patterson, RVP at Cherry Financial Partners, Ltd. - NC,  (47 years in the business)“Lew, I have been in the insurance and securities industry since 1965. I was a stock/broker and Life Insurance and Annuity Coordinator for E. F. Hutton for the state of North Carolina in1978. In 1981, I was president of FSC Agency (a large broker dealer in Atlanta). From 1982 to 1987, I was president and founder of Pilot Financial Services, a FINRA broker dealer. I have attended sales training for dozens of large insurance companies. You offer the best client presentation, and marketing and lead generation strategies I have ever seen. Sincerely, Your friend Steve Patterson.” Steve Patterson, RVP at Cherry Financial Partners, Ltd. – NC,  (47 years in the business)


When Will You Read Our Full-Length Book? So You Will Learn The Insurance Marketing Secrets To Attract And 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. Learn The Insurance Marketing Secrets To Generate More Sales and Client Referrals To Make It Change!

Best Insurance Sales Course After You Are Licensed… To Start Your Successful Insurance Sales Career!

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Recommended By The Members Of The IARFC - Little Insurance Marketing Secrets For A Big Impact! Generate More Sales And Client Referrals!

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