“Think Like a Doctor” To Sell More Insurance and Annuities

Insurance Pro Shop - Weekly Marketing and Sales Tips... A Trusted Advisor Does More Financial Planning to Sell More Insurance and Annuities!

1/3/2022 – Do you want to sell more life insurance and annuities? Then “think like a doctor” and decide to make the change to a Trusted Advisor. Here is an article from an advisor who made the change to a Trusted Advisor! And now he focuses on serving his clients. So he can help them to plan for a secure financial future. Instead of just selling them his life insurance and annuity products.

Here Are His Thoughts About Being A Trusted Advisor!

I went to the eye doctor a while back for an exam, and to get my glasses adjusted. I am always astonished to see how many people are lined up to see him. And even more amazed at how many people buy new glasses or frames.

As I sat in the waiting room several thoughts came to mind. My first thought was about how nice it is now to have people seek me out for my financial planning advice. Several years ago I shifted from the typical life insurance agent to the Trusted Advisor approach. Now my office works just like a doctor’s office helping people to find the best remedies for their situations.

I also wondered if any of these people spending hundreds of dollars were upset about the doctor being paid by an insurance company. Every one of these people buying high-priced glasses and frames had either health insurance or a government-subsidized program that paid most or all the costs.

As my mind wandered down this path, I couldn’t help but think of how many agents and advisors are viewed as evil salespeople. When we do the exact same thing. We examine the overall financial well-being of the client. We diagnose their problems. Then we prescribe what we think will help them to accomplish their financial planning goals… by selling life insurance annuities and investments.

As A Trusted Advisor

Instead of charging the individual a fee for helping with their financial planning, we accept what the insurance company will pay us. We choose the company we decide to place the business with. Just like the doctor decides which insurance company he accepts to pay for his services.

Can someone please help me see what the difference is? I also noticed the same thing when I went to the dentist’s office, and when my primary care physician orders certain tests. The insurance company always makes sure they get paid for helping me.

Why is it considered so wrong for me to get paid by an insurance company for selling life insurance, annuities, and investment? But the doctor is viewed as the hero because I only had to pay him a co-pay. Heck, I don’t even charge a co-pay for an office visit!

I know. You fee-based planners, don’t get your panties all in a wad. Over the years there have been countless agents who have abused the system. They actually sell life insurance and annuities based on what has the best commission. Instead of what was best for the client.

Can’t we really blame the companies for this and not the agents? Haven’t companies encouraged this behavior by teaching agents how to sell their life insurance and annuity products, instead of how to best serve their clients?

Get The Training And Mentoring To Be A Trusted Advisor 

I encourage every licensed life insurance agent to visit the Insurance Pro Shop website and join the few Trusted Advisors who are turning our industry around. Become a Primary Care Trusted Advisor for your community, just like your family doctor is a primary care physician.

Learning from people like Lew and Jeremy Nason at the Insurance Pro Shop. Using professional marketing and sales tools can help you take your insurance career to a whole new level. Implementing these life insurance and annuity marketing and sales strategies and their services can help you earn more money than you could ever imagine selling life insurance and annuities.

We have to stop being bullied by the organizations that want all of us to have a certain professional designation to be considered “viable” in the industry. There are organizations that accept us for what we are and help us become who we want to be. The Insurance Pro Shop, for example.

Insurance Pro Shop doesn’t require a 4-year degree before you can earn your CTA designation. (Certified Trusted Advisor) They don’t cause you to focus on any one aspect of financial planning, like selling mutual funds. They actually help you be the best you can be in the particular area of serving clients. But, if you want to become a specialist, they have programs to help you do that too.

Folks, let’s stop feeling like the bad guys here. Let’s realize that we, as Trusted Advisors, have tools that are perfectly suited for the foundation of every person’s financial plan. Let’s be empowered to tell people what we actually do. And be proud of what we can help them accomplish.

It is time to start sharing with people what they can achieve when they work with a Trusted Advisor. Let’s start sharing how much better they will feel when they have access to and control over their money.

Let’s proudly be a… Trusted Advisor!

Use this as the turning point in your practice and be a Trusted Advisor. Become an IPS member and watch as your waiting room starts to fill up as people begin to seek you out for your financial advice for their plans. Watch how your practice expands. Because people now see you as a Trusted Advisor. Watch as you make more money serving your clients than you could ever have made just selling life insurance and annuities!

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!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families to find the money So you will earn $250k or more per year selling life insurance and annuities!

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

Then you will get the best agent sales training to learn the best ways for you to present your solutions to your clients and prospects… To close 9 out of 10 life 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 success system, training, coaching, and support for Trusted Advisors to learn how to help middle-income families… selling insurance and annuities> 

When Will You Get The Best Life Insurance Marketing, Agent Training, Coaching, and Support You Need Specialize… To Be A Trusted Advisor Selling Life Insurance And Annuities?

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 to sell more life insurance and annuities. 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!

INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money 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 success training system (Trusted Advisor),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Trusted Advisor Training Program And Videos,
And Includes… Membership to Our Private Site at $29.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When Will You Decide To Get The Training To Be A Trusted Advisor… To Sell More Insurance And Annuities?


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

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. When Will You Decide To Be A Trusted Advisor To Sell More Insurance And Annuities?

You Can Achieve Anything You Set Your Mind To Do!

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 - A Trusted Advisor Does More Financial Planning to Sell More Insurance and Annuities!

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