Why you need to be better at asking insurance sales questions and fact-finding to help your clients!

Coaches Corner - Why you need to be better at asking insurance sales questions and fact-finding to help your clients!

8/19/2022 – Most of the agents that call us do not understand how important it is to be better at asking sales questions and fact-finding to sell insurance! I hope this will help you to understand why asking sales questions and fact-finding are the keys to helping your clients to buy insurance! So you make your life and sales career a lot easier and more profitable!

Why should you invest your time and money to be better at asking insurance sales questions and fact-finding?

  1. Because the better you get at asking insurance sales questions and fact-finding… the more you and your clients will understand the client’s situation.
  2. Because the more you understand and your clients understand their situation, the more you can help your clients to set better priorities.
  3. Because the more you help your clients to set better priorities, the more you can help them to want to find the money to take action.
  4. Because when you help your clients to find the money you will close more and much larger sales.
  5. Because the more you help your clients, the more they will trust and respect you.
  6. Because the more your clients trust you and respect you, the more insurance they will buy from you.
  7. Because the more insurance they buy from you, the more money you will earn ($250K or more per year).
  8. And, because the more your clients buy from you, the fewer leads and appointments you will need.
  9. Because when you ask better insurance sales questions and do a complete fact-find you will need fewer leads and appointments. You will spend less of your time and money prospecting and setting appointments.
  10. Because when you spend less time and money on prospecting and setting appointments, you will have more time to do a fact-find and help your insurance clients!
  11. So, you will have more time and money to spend with your family and friends.

Getting better at asking insurance sales questions and fact-finding… is your key to earning $250K or more per year selling insurance!

And it is because the more you ask sales questions and fact-find to help your insurance clients…

  1. The more repeat sales you will get.
  2. The more they will refer you to their family and friends.
  3. The more confidence you will have in your ability to help your clients.
  4. The better you will feel about yourself.
  5. The more you will want to help your clients.

And asking the right insurance sales questions will help you to set more and better appointments… with almost everyone you meet!

And asking the right insurance sales questions in the fact-find will help you to close more and larger insurance sales!

Here are comments about asking sales questions and fact-finding from very successful Insurance agents…

Joe Mardesich, UT (30+ Years In Financial Services)Your training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact finder first. I now start off every new call by saying, “I know we’re here to talk about health insurance – but is there anything, in particular, you wanted to talk about?” I then ask them questions like, “What’s got you in the market for health insurance right now? What do you want your health insurance to do for you? Why is that important?” Etc. I’m finding that closing is 5 times easier than it was before I was doing a fact finder – not because I’m selling anything different than before. It’s because the clients feel like they’ve been heard and somebody cared.” Joe Mardesich, UT (30+ Years In Financial Services)

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF - TX (15 years in the business)“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

When will you decide to get better at asking insurance sales questions and fact-finding to help your clients?

How To Close 9 Out Of 10 Insurance Sales - Why you need to be better at asking questions and fact-finding to help your clients!When will you learn the best consultative selling, insurance sales skills, asking insurance sales questions, and fact-finding? When will you get all the tools, coaching, and back-end sales support you need to help middle-income families? So you can help your clients to find the money to spend, save, invest, insure, and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years… On how to ask sales questions to set the best insurance sales appointments. And do a complete fact-find so they close 9 out of 10 life insurance and annuity sales!

First, we will show you what to say and the probing insurance sales questions to ask your clients. So you will set your best insurance sales appointments.

Then we will show you how to ask the probing sales questions to do a complete insurance fact-find to help your clients identify and want to solve their problems. We will also show you how you can help your clients 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 solutions to your clients. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be a success closing 9 out of 10 sales like the legends!

When Will You Get The Training and Support You Need To Be Better At Asking Insurance Sales Questions And Fact-finding? To Help Your Insurance Clients? 


You Spoke, and We Listened!

As a result, we have made a list of all of our favorite insurance sales questions that you should be asking clients. To set the best insurance appointments and close more sales! And then we have put them all into our limited edition insurance sales e-bookAre You Asking Enough Questions?

Inside our e-book, you will find a goldmine of the right sales questions that you should be asking all of your insurance clients.

When you ask your insurance clients enough of the right sales questions you will…

  • Be able to set more and better insurance appointments!
  • Then conduct a much better insurance sales Fact Find!
  • Help stop your prospects from stalling!
  • Plus you will overcome objections before they are asked!
  • And you will consistently close more insurance sales!
  • While you increase your average case size!
  • Make sales face-to-face, over the phone, and virtually anywhere!

Are You Asking Insurance Clients Enough Questions?”… Is a limited edition e-book that is available for only… $29.95

Asking Your Insurance Clients Enough Questions, To Set The Best Sales Appointments, To Close More Sales


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

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 the 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!


Get The Best Insurance Agent Training and Support You Need To Be Better At Asking Sales Questions And Fact-finding!

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Free Consult - Helping 9 Out Of 10 Agents and Advisors To Double And Triple Their Sales And Income In 60 Day Or Less!

Recommended By The Members Of The IARFC - Why you need to be better at asking insurance sales questions and fact-finding to help your clients!

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