Master The Fundamentals Of Successful Insurance Sales – To Be Their Trusted Advisor!

IPS Weekly Sales Success TipsS

7/11/2022 – These five fundamentals of successful insurance sales – will help you to increase the number and size of your life insurance and annuity sales you close – in just a few days from right now! Because with these five fundamentals of successful insurance sales, you will become the Trusted Advisor people will want to do business with.

Ist Fundamental of Successful Insurance Sales – Help People – Not Sell

Insurance agents and advisors are always under pressure from their up-line or manager. It has created an attitude of I must sell today to hit my numbers. However, today’s highly successful insurance agents never have to focus on the sale. Instead, they look at each prospect’s situation. Then after a great fact-find, they determine how to help the person or family achieve their goals and/or solve a problem. Because they are helping people — and not selling — they become Trusted Advisors. And one of the most successful producers in our insurance sales industry.

2nd Fundamental of Successful Insurance Sales is – Provide Value – Not Price

Due to the ability to go online for auto, home, and term life insurance quotes, prospects are even more inclined to shop around. And you can’t stop them. However, these shoppers will likely run into a situation where they need to talk to someone. This is when they will realize, “Whoops, I don’t have a representative to go to bat for me!” Your solution should not be to search for shoppers. Instead, focus on the value you bring to the table by being a professional. Be the Trusted Advisor with whom they can discuss their questions and concerns. This creates loyal customers, unlike those shoppers who will just leave you the next time they can get a $10 reduction on their premium. Master this fundament of successful insurance sales to be a Trusted Advisor to make sure you are always in front of your best prospects!

3rd Fundamental of Successful Insurance Sales – Follow-up and Service – Not Hit and Run

Don’t be one of the many insurance agents and advisors who sell a policy and then disappear forever, never to service that client again. If your service and follow-up with your clients, you will not only create loyal lifelong customers, but you will also reduce your prospecting costs. You will become a referable Trusted Advisor and serve their families and friends for years to come. It is a critical fundamental of successful insurance sales!

4th Fundamental of Successful Insurance Sales – Have Goals and Good Habits – Not Fly by the Seat of Your Pants

I have trained/coached hundreds of reps. Most of them wake up and just go with whatever happens. They have no intentions, plans, or goals whatsoever.

Do you want to be successful and earn a six- or seven-figure income in insurance sales? Then do yourself a favor. Plan your week in advance with specific blocks of time to accomplish everything you need to during the week. This is a huge fundamental for successful insurance sales!

5th Fundamental of Successful Insurance Sales – Integrity and A Positive Attitude – Not False Promises and A Bad Attitude

Ethics and integrity will always win in the end. Period! The bottom line is to never let them waver. Do what you say you will or don’t state that you will do it in the first place. It is that simple. Call when you say you will call, and show up when you say you will arrive. (By the way, this applies to all aspects of your life – not just your insurance sales career.)

Your attitude is really the first fundamental of successful insurance sales. Do you need a positive attitude to make money? Absolutely not! But I bet if you tried it, you would realize a positive attitude makes everything about 20 times easier.

How You Can Become The Successful Trusted Advisor People Will Listen To!

Your success in insurance sales won’t just happen. Here is how you will learn and master ‘ALL’ the fundamentals of successful insurance sales to become a Trusted Advisor! And how you will learn and master the most important fundamentals of insurance sales… Helping Families to achieve their most important goals and solve their financial problems. 

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 being a Trusted Advisor helping your clients and prospects 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 training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to master the fundamentals of successful insurance sales for over 40 years! It is how you will become a Trusted Advisor and earn $250K or more per year

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

Next, you will get the best insurance fact-finding training to ask prospects the right questions 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!

Finally, you will learn the best ways for you to present your solutions to close 9 out of 10 life insurance and annuity sales.

When you learn how to help families to find the money you will earn $100K, $200K, or more this year closing life insurance and annuity sales like the legends. You will be the Trusted Advisor people want to see!

Now Master The MARKETING Fundamentals Of Successful Insurance Sales?

Inside our Trusted Advisor Success Program, you will learn and master the marketing fundamentals of successful insurance sales to be a trusted Advisor. You will find all the best marketing plans 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 your best prospects and set your best sales appointments! Because your ‘special 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 learn how 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 Found Money Management Tool Kit. Now you can be the trusted advisor helping average people – not just the wealthy!

When Will You Invest The Time and Money To Learn and Master The Fundamentals of Successful Insurance Sales? So You Become A Trusted Advisor!


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families And Be Their Trusted Advisors?

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 be a Trusted Advisor and 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!


 It Is Up To You To Learn and Master The Fundamentals of Successful Insurance Sales To Be A Trusted Advisor!

Best Tips to Be a Successful Insurance Agent…

The Key to Success in Insurance Sales!

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Recommended By The Members Of The IARFC - Fundamentals Of Successful Insurance Sales To Become A Trusted Advisor!

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