Life Insurance Marketing Plan 2023

Life Insurance Marketing Plan 2023

Coaches Corner - Life Insurance Marketing Plan 2023

1/27/2023… What is a big key to your success in selling life insurance in 2023? You must have a clear life insurance marketing plan you follow. So you will always direct your efforts in the right direction. Most agents have a lot of random effort, so they struggle to produce the sales results they want. When you create your own life insurance marketing plan you are more focused – so you will get the results you want.  The following life insurance marketing plan is why the agents we coach earn $250K or more each year!

Suggested Life Insurance Marketing Plan For 2023

Section 1: Executive Summary

My life insurance marketing plan is to double or triple my net income in the next year and then increase it by 25-40% each year for the next five years.  (If a new agent, has a net income of $100,000 in year one, and then increases it by 25-40% each year for the next five years.)

To accomplish my life insurance marketing plan I need to master the fundamentals of marketing and sales to learn how to…

  • Position me as the most trusted and respected financial advisor in my local community.
  • Attract and set appointments with more of my ideal prospects.
  • Utilize my time and my money for marketing more efficiently.
  • Work in my community to spend less time traveling to and from clients.
  • Close more and larger cash value life insurance sales, with the people I see.
  • Build a stronger relationship with my current clients to generate more repeat sales and referrals.
  • Generate a steady stream of referrals.

(Your Executive Summary will be helpful in giving yourself and others an overview of your overall life insurance marketing plan.)

Section 2: My Ideal Target Clients

My Ideal Target Clients are the people in my local community: current clients, family, friends, acquaintances, and neighbors, along with the members of my church and members of local associations, plus referrals.

  • Age 30-55
  • Are Married
  • Have children
  • Own a home
  • Have a household income (varies by location) of $50,000 and $100,000
  • Live within 5 miles of my home/office

(This section describes the people you are targeting… your niche market. It defines their demographic profile (e.g., age, gender), psychographic profile (e.g., their interests), and their precise wants and needs as they relate to the products and/or services you offer. Being able to more clearly identify your target clients will help you both pinpoint your advertising (and get a higher return on investment) and better “speak the language” of prospective clients.)

Section 3: My Unique Selling Proposition (USP)

I specialize in helping middle-income families in the following areas…

  • How to ‘Live Debt Free and Truly Wealthy’ with safety and guarantees!
  • How to reap the upside potential of the stock market, without the downside risk!
  • How to maximize your tax-free retirement income – with NO government limits on how much you can contribute right now.
  • How to pay off your home 5-10 years early, without taking any additional money out of your pockets.
  • How to protect your family and life savings in this scary economy without spending any additional money or changing your lifestyle.
  • The secret to maximizing your retirement benefits. What your accountant isn’t telling you!

(Having a strong unique selling proposition (USP) is of critical importance, as it distinguishes your company from competitors. The hallmark of several great companies is their USP. For example, FedEx’s USP of “When it absolutely, positively has to be there overnight” is well ­known and resonates strongly with customers who desire reliability and quick delivery.)

Section 4: My Pricing & Positioning Strategy

  • My goal is to position myself as the most trusted and respected financial advisor in my local community. By helping middle-income families to ‘find the money’ to spend, save, invest, insure, and plan wisely for the future. So they will achieve financial freedom!
  • My objective is to help families ‘find the money’ ($3,000-$12,000 per year) that they can use to fund a cash-value life insurance policy as the foundation of their safe and secure financial plan (Whole Life or Index Universal Life).

(Your pricing and positioning strategy must be aligned. Example: If you want your agency/firm to be known as the premier brand in your community, pushing low product prices/fees might dissuade people from working with you. In this section of your life insurance marketing plan, detail the positioning you desire and how your pricing/fees will support it.)

Section 5: My Distribution Plan

I will personally meet with each prospective client…

  • My plan is to initially set 3-5 new appointments per week, to generate 2-3 new sales per week.
  • I will meet them at their home – invite them to my home office – invite them to my business office.

How To Set Appointments With ‘9 Out 10’ People You Talk To!

(Your distribution (life insurance marketing) plan details how clients will buy from you. Example: Will customers purchase directly from you on your website? Will they buy from the agents your recruit/hire? And so on. Think through different ways in which you might be able to reach prospects and document them in this section of your life insurance marketing plan.)

Life Insurance Marketing Plan Summary

Note: This is only the first 5 sections of the Suggested Life Insurance Marketing Plan… 2023. The entire completed 15-section life insurance marketing plan is in our Insurance Marketing and Sales Resource CenterYou’ll notice there are links throughout the plan. These links are to specific pages in the Insurance Marketing and Sales Resource Center to help you to understand and master each section of the plan.

This life insurance marketing plan is based on using the tools, tips, training, and coaching you get with the Trusted Advisor Success Program (Life insurance marketing and sales system and plan)!

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

We will help you create your life insurance marketing plan to find and attract your best life insurance sales 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 buy life insurance right now!

Then we will also show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 life 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 and sales success plan, system, training, coaching, and support for agents and advisors to learn how to help middle-income families!

When Will You Get The Best Life Insurance Marketing Plan, Training, Coaching, and Support You Need Specialize – To Find and Attract Your Best Life Insurance Prospects?

Inside our Trusted Advisor Success Program, you will find all 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, so you 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!

You will also get the best life insurance marketing plan, 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!

Includes Our Found Money Management™ Tool Kit (Life insurance marketing and sales success system and plan),
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
With Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!

When Will You Learn The Life Insurance Marketing And Sales Plan You Need To Earn $250K Or More Per Year Selling Insurance.


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

Living Debt Free And Truly Wealthy - Help Middle Income Families

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! And you will close more and larger insurance sales! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


When will you Decide To Learn A Proven Life Insurance Marketing And Sales Plan to Help Middle-Income Families? So You Will Earn $250K Or More Per Year Selling Insurance? 

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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 - Life Insurance Marketing and Sales Systems, Tools, And Training For Agents and Advisors To Help Families!

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