Insurance Lead Generation & Marketing Tips

IPS Coaching Corner - insurance lead generation and marketing tips from our friend and coach Sandy Schussel!

4/29/2022 – What follows are some great insurance lead generation and marketing tips from our friend and coach Sandy Schussel. Really think about his message if you want to make your insurance business a lot easier and more profitable!

You’re Asking the Wrong Question About Insurance Lead Generation and Marketing!

I spoke to an advisor last week who declared:  

“I suck at insurance lead generation and marketing. But I’m really good at what I do and close to most of the people I sit down with.”

Then he asked me, “How do I generate insurance leads and get some new clients rolling in?”

Here’s how I answered:

“You’re asking the WRONG question. The question you should be asking is WHO… not how…”

Who is going to help you generate high-net-worth insurance clients and prospects?

Who is already successfully dealing with these prospects?

Who are you going to hire?

Who is available, talented, and looking for an opportunity?

Who are you going to speak to?

Who are you going to partner with?

Who from your past can help?

Who are you going to do joint work with?

Whose network are you going to leverage?”

Here is my advice in  a single sentence…“Ask WHO… not how.”

If I can be one of your WHOs, let’s talk.

For more articles like this, visit my blog – and remember to KEEP REACHING
Sandy Schussel

Best Insurance Lead Generation and Marketing Tips

The truth is that most agents and advisors are making insurance lead generation and marketing a lot harder than it needs to be. There are 10 to 20 times the leads you need within 5 miles of your home or office.

When you ask – Who is already successfully dealing with these prospects? Think of tax preparers, accountants, mortgage brokers, and other professionals. Can you form a joint venture with them?  Or maybe consider working with a health agency or P&C agency.

Then think about – Who are you going to hire? Because you can’t make a thousand dollars an hour doing clerical work. 80% of your time should be working on client cases!

“Ask WHO… not how.” And then get the insurance lead generation and marketing tips with the training, coaching, support, and tools you need to make prospecting easy for you!


When will you decide to invest in the best insurance lead generation and marketing system, with the best training, coaching, support, and tools?

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Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to specialize in helping middle-income families find the money to Live Debt Free And Truly Wealthy! It is about helping middle-income families to get all the cash-value life insurance they need to protect their families. While you help them 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 insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to specialize in helping middle-income families So you will learn the best lead generation and marketing to earn $250k or more per year selling life insurance!

You will learn the best lead generation and marketing to find and attract your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will 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 take action right now! 

Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 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, lead generation, and sales system and training for insurance agents and advisors to learn how to help middle-income families!

When Will You Get The Best Advanced Insurance Lead Generation, Marketing Tips, Tools, Training, and Coaching You Need Specialize… To Find and Attract Your Best Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all the best insurance lead-generation 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 insurance prospects and set your best sales appointments! 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!

You will also get the best insurance lead generation, marketing tips, sales training, and support you need 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, lead generation, and sales system),
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With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!

When will you get the best insurance lead generation and marketing system, with the best training, coaching, support, and tools?


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

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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. So It Is Up To You To Learn The Best Insurance Lead Generation and Marketing Tips 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 - insurance lead generation and marketing tips from our friend and coach Sandy Schussel!

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