Setting Insurance Appointments And Closing Sales? Insider Marketing and Sales Secrets!

IPS Coaches Corner -Setting Insurance Appointments And Closing Sales? Insider Marketing and Sales Secrets!

11/15/2021 – I just finished a coaching call with a financial advisor who has been in this business for over 20 years.  During the call, he asked me to help him with a phone script to set more insurance appointments with the leads he was buying. He also wanted our help to figure out why he was not getting any response from the sales letter he was sending out, that offered his free booklets! As we talked, I asked him questions to clarify what he was doing. It was obvious, after just a few minutes, that he had not read and studied many of the most important parts of the insurance marketing and sales system he had invested in. He had missed many of the vital marketing and sales ‘insider’ secrets that make these proven lead-generation methods effective and almost foolproof for setting insurance appointments and closing sales.

Why Aren’t You Getting The Sales Results You Want Setting Appointments And Closing Insurance Sales?

This 20-plus-year veteran agent had purchased insurance leads without knowing what to do, ask, or say to set the appointment. If he had taken the time to read and study the entire system he would know exactly what to do, ask, and say to prospects to set an insurance appointment. He would understand that ‘setting the insurance appointment’ is the first sale to your prospect. He would understand the need to ask questions to get people emotionally involved, So they will want to meet with you!

This veteran agent had also purchased a list of the people that ‘he wanted to work with!’ The people ‘he thought’ would be interested in his free information booklet. He was sending his booklet letter to those people and no one was responding. The reason no one was responding is that he had missed a vital insurance marketing and sales ‘insider secret!’ He wasn’t sending his letter to the people who had an immediate problem they wanted to solve. The people who would be most interested in his booklet.

Like so many of the agents, and advisors we talk to. They will invest in a system from us, or from one of our competitors. And instead of taking the time to read and study the entire system. They will just pick out a section of the system that catches their interest! Or that they think should work. And, they will jump right in and use it. Then, they will wonder why they are not getting the results they should have when setting appointments and closing insurance sales.

What Is Stopping You From Setting More and Better Insurance Sales Appointments?

Let’s see if I can put this into perspective using the game of golf. Let’s assume you buy a system for learning how to use the driver, from one of the foremost golf pros. It includes a training manual and training videos. You decide to watch the first video on developing your swing with the driver. You practice your swing at home, and you go to the driving range. After a few weeks of practicing, you are hitting the golf ball 350 yards and straight as an arrow, so you decide that you are ready to play your first round of golf.

Now, you are on the first tee. What’s your chance of hitting this fairway? How many golf holes don’t have a dogleg to the right or left? Do they have water and sand traps? How many trees? How narrow is the fairway? What is the wind doing? What are you missing? It boils down to what don’t you know?

No one lives long enough to learn everything they need to learn starting from scratch. To be successful, we absolutely, positively have to find people who have already paid the price to learn the things that we need to learn to achieve our goals.” Brian Tracy

Please understand, the reason you are not getting the results you want from your lead generation system is you are missing many of the vital ‘insider’ insurance marketing and sales secrets… to setting appointments and closing insurance sales. And, it’s generally because you have skipped over some very important parts of the insurance marketing and sales system.

Why Do Agents and Advisors Miss Critical Points?

There are many reasons why most agents skip over some of the most important sections in an insurance marketing and sales system. One is they think they already know everything that is in the section. Or, they think that particular section does not apply to what they want to do. Or, maybe it’s because they are impatient, in a hurry, or under the gun to find something that works. Whatever the reason, they are missing many very vital ‘insider’ insurance marketing and sales secrets.

Unfortunately, as with everything in life… We don’t know what we don’t know!

But, what’s even worst is… Not understanding that much of what we think we know… that is not so!

Or, as Mark Twain said… “Danger lies not in what we don’t know, but in what we think we know that just ain’t so.”

What Don’t You Know About Setting Insurance Appointments And Closing Sales?

There are many proven ways to generate a consistent flow of high-quality prospects. There are referred leads, dinner seminars, educational workshops, free information booklets, joint ventures, newspaper ads, being a guest on a radio show, being a guest speaker for a local association, and many more. Each one of these lead generation methods works extremely well. If you learn, understand, and then apply the vital ‘insider marketing and sales secrets’ to setting the best insurance sales appointments.

As we have stated in previous articles, the agents and advisors we work with have more high-quality prospects than they can handle. However, it might surprise you to know that they aren’t really doing anything that is much different from what you are doing. They have just learned a few vital insider marketing and sale secrets that make them just a little bit better and much more successful at setting insurance appointments and closing sales!

Mehdi Fakhaarzadeh, the world’s most productive living agent put it this way…

“Your special knowledge gives you a special power. Never stop building your special power. Use this power that you acquire.”

Do you want to beat this recession? Do you want to have more prospects than you can possibly handle? So you can set more insurance appointments and close more sales? Then you must become a real student of insurance marketing and sales. You can have all the product knowledge, the foremost designations, the ultimate products, and the latest sales ideas… and be the most caring person in the world. But if you can’t consistently attract the right prospects to you and set the best insurance appointments, then you are doomed to struggle and fail at closing enough sales.

No matter how good you are at closing an insurance sale, once you are in front of the right prospect, you need to learn and understand the finer points… the Insider secrets of insurance marketing and sales. So you can consistently sell the reason why people should set an insurance appointment with you.

The Legendary Ben Feldman said…

“Be dissatisfied. People who are satisfied with the way they are living and doing their job, are in a rut. If they have no driving urge to be a better person or to accomplish more in their job, then they are standing still. And, as any successful financial advisor will tell you, this is the same as going backward. One of the greatest traits is the inability to be completely satisfied with your own work. The feeling of having successfully completed a job is rewarding, but the feeling of having done it perfectly is fatal.”

Starting today, study our insurance marketing and sales secrets for an hour each day. Read and re-read everything you can about insurance marketing and sales. Not just to learn what to do! But to understand the reasons why. I’m not talking about doing it for a day, week, month, or year. I’m talking about studying for an hour a day about insurance marketing and sales for the rest of your career. It’s not an option if you truly want to succeed in this business setting insurance appointments and closing sales.

 “Learning is not compulsory… neither is survival.” W. Edwards Deming

Alex Gayton 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’m an experienced producer with over 13 years in this business and I’ve yet to find anything that even comes remotely close to the dollar for dollar value I get from the Insurance Pro Shop! As a direct result of being a member for 4-5 months now I am more focused then I’ve ever been. I’m truly developing a Bread n’ Butter Market, (i.e. consistent sales) and lastly I have REAL SECURITY AND CONFIDENCE IN MY ABILITY TO PROMOTE AND SELL MYSELF AND MY SERVICES.”
Alex Gayton FL (13 years in business)

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Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales success training system)! This is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you helping middle-income families to 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, etc. (Using cash value life insurance and annuities!)

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You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will set great insurance sales appointments.

Then you will get the best insurance agent sales training to 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 buy life insurance right now!

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When Will You Get The Best Life Insurance Marketing, Agent Training, Coaching, and Support You Need Specialize… To Find Your Best Life Insurance Prospects And Set Appointments?

Inside our Trusted Advisor Success Program, you will find all the best life insurance marketing plans, sales 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 life insurance prospects, set your best sales appointments, and close more sales! 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!

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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 PattersonRVP at Cherry Financial Partners, Ltd. – NC,  (47 years in the business)

When Will You Get The Best Life Insurance Marketing and Sales Training To Set The Best Appointments To Close More Sales?


When Will You Learn How To Help Families To Secure Their Financial Future? So You Will Set Lots Of Annuities and Life Insurance Appointment Today! 

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 It Is Up To You To Get The Best Marketing And Sales Training To Set Lots Of Insurance Appointments and Close Larger Sales Today!

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