Two Ideas On How To Form Joint Ventures with CPAs To Sell More Life Insurance And Annuities!
8/15/2022 – Here’s a question that agents ask about forming Joint Ventures with CPAs to sell more life insurance and annuities. And two great answers from two great IPS clients.
Question: Most of the CPAs in my area do not really want to work in a joint venture. I need people who work with businesses. Do you have any ideas on how to get these people to work with me? Most say they hate insurance salespeople. Even though I have demonstrated how they can offer their clients a comprehensive service by offering supplemental health insurance? (AFLAC Agent)
Joint Ventures With CPAs To Sell More Life Insurance And Annuities – Answer #1…
CPAs are a difficult group, but if you develop a Joint Venture relationship over time you will not be sorry. However, the key ingredient is time. This is not a quick fix.
Also, there are many, many businesses that thrive on serving other businesses. How about copy services, employment services, business consultants, and office machine salespeople? Are you doing business with any companies that serve other companies? Why not start there to sell more life insurance and annuities?
Also, make sure you go to the sales letter section of the Insurance Marketing and Sales Resource Center™ or one of the IPS specialized tool kits, and read the endorsement letters. There is also a section that spells out Joint Venture Marketing with CPAs and other businesses and how to get started selling life insurance and annuities.
However, if you have any book of business whatsoever, make sure you are working book of business hard before you go out and look for more people. Most of us are neglecting our book of business and are losing repeat sales and referral business from people who already like us. I know because I still have to work on it. But, whenever I do, I find that I am pleasantly surprised at the amount of life and annuities I sell to my existing clients.
Joint Ventures With CPAs To Sell More Life Insurance And Annuities – Answer #2…
I agree that it takes time to develop a Joint Venture relationship with the CPAs. We have developed a 4-credit CPE seminar (or just an educational workshop) for them that teaches them some things that they have very little or no knowledge about. We even have had a few CPAs who have decided to get an insurance license so they can share commissions with us.
I have set a goal to buy breakfast for at least 4 CPAs a month to discuss how we can be of benefit to them and their clients. And how Joint Ventures can increase their revenues without any additional work. We provide client appreciation seminars for their clients.
For under $40.00 per month, I am getting some excellent lead sources and some additional prospective CPAs to call on. I invite the CPA to bring his associate to breakfast with him and we can both explain the advantages of our joint venture to sell life insurance.
Many Thanks to Tony and James For Their Input!
Form Joint Ventures With CPAs And Other Businesses To Sell More Life Insurance And Annuities…
Joint Ventures with CPAs, Attorneys, P&C Agencies, etc. are a great way for you to find more qualified prospects… to sell more life insurance and annuities! The question is… what is in the Joint Venture for CPAs, Attorneys, P&C Agencies, etc? Why should CPAs, Attorneys, and P&C Agencies form a Joint Venture with you? How will forming a Joint Venture with you make CPAs, Attorneys, and P&C Agencies more money? Bring in, new clients? Build their reputation? How will it help their clients?
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