Share Insurance Clients And Prospects With Other Salespeople and Professionals?

Weekly Marketing and Sales Tips... Share Insurance Clients And Prospects With Other Salespeople and Professionals?

5/18/2022 – Are you looking for a way to be in front of more insurance prospects, in your local community? Are you looking for ways to attract better insurance prospects to you? Then, consider sharing your insurance clients and prospects (Joint Ventures) with other successful agents, advisors, attorneys, accountants, tax preparers, etc… in return for them sharing their clients and prospects with you. When done right, with the right people, it can make your search for new and better insurance prospects and clients much easier!

Think about it. Sharing your insurance clients and prospects (Joint Ventures) is smart marketing. You control whom your insurance clients see. Your insurance clients get what they need, from someone they can trust. It helps establish you as a trusted advisor, instead of just another salesperson. And, it can dramatically increase your sales and your income.

Best of all, it can keep you from losing your clients to other insurance agents, who are in direct competition with you!

Why Sharing Your Insurance Prospects and Clients Works!

Consider; if you want to be really successful in insurance sales, you must specialize. You must become a respected expert and trusted advisor in one area. It’s a big mistake to tell people you do it all. This means you need to get known for helping people in one area (solving a specific problem).

For example, if you are working with seniors selling annuities, your message and your focus should only be about helping seniors and baby boomers to maximize their spendable income – or to create an income they can’t outlive. You should not be trying to market and sell LTCI, Medicare Supplements, Property and Casualty Insurance, and Health Insurance.

However, doesn’t that mean there is still a lot of money being left on the table? Aren’t there many more insurance sales to be made to your clients and prospects? Aren’t they going to be buying these other products and services from someone else?

So, there is a problem. You must specialize to reach your full potential in sales. But, you are also leaving a lot of money on the table. And, there is the risk of losing your insurance clients to other salespeople who have the other products or services you aren’t offering.

Why not turn this problem into a golden opportunity? Why not set up a team of specialists? Help your insurance clients and prospects to get what they need from a specialist in another area, who isn’t in direct competition with you. And, in return, you will be compensated, by getting these specialists to endorse your insurance services to their clients and prospects.

Now, you control the situation. By sharing your insurance prospects and clients you determine whom your client or prospect sees. Your clients feel good about you because you are helping them to get everything they need. You are building up your trust and credibility. And, these people will now recognize you as a trusted advisor.

What Agents Say About Our Insurance Systems, Training, Coaching, And Sales Support!

Melanie Roger“Just wanted to say how grateful I am to have purchased your Found Money Management™ system and for your amazing coaching and support. My husband and I have been searching for the past three years for the right system and training in order to really help families and improve our approach. Your system is what we have been looking for.  Now we are helping families we never would have been able to have the time of day with prior to your training. In the short time, we have been studying and implementing your system, we have had some good success and it has been helping us get our business back on track. Your heartfelt letter is awesome by the way!! 

We are looking forward to the coming year as we begin to implement your workshops. So excited for where our business is headed and definitely will be bringing our team to your workshops in the following years to come. Your coaching and training are instrumental in the success of our team and business. Can’t thank you enough.” Melanie Roger – Ontario Canada

Audrey Sendrowski 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 just got off the phone with my CPA – I increased my bottom line 2 and half times over last year! He wanted to know what I was doing differently. He’s impressed – and wants to do a joint venture with me. You guys are right on the money. Your system absolutely works! My clients are happier and better off and so am I. I’ve said the same before but this is real proof. The bottom line doesn’t lie!” Audrey Sendrowski – MA

Share Your Insurance Clients And Prospects With Other Salespeople and Professionals?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping families to get all the cash-value life insurance they need to protect their families. While they save for a tax-free income, save for college, create a family bank, etc. (Using cash value life insurance!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to succeed for over 40 years! We will show you how to find your best life insurance leads/prospects. So you will set great sales appointments.

Then we will show you how to help your insurance prospects and clients see and want to solve their money problems. We will also show you how you can help 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 ideas to your insurance prospects and clients. So that you will earn $100K, $200K, or more this year selling life insurance and annuities like the legends! It is the best insurance marketing and sales training for agents and advisors!

Now Get The Best life insurance Marketing Tips, Tools, and Training!

Inside our Trusted Advisor Success Program, you will find 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!

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!


When Will You Read Our Full-Length Book? So You Learn How To 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. So It Is Up To You To Learn How To Share Your Insurance Prospects and Clients!

What Is Your Idea Of Success Selling Insurance?

How To Form Joint Venture Partnerships!

Why Aren’t More Agents Forming Joint Venture Partnerships?

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 - Share Insurance Clients And Prospects With Other Salespeople and Professionals?

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