‘Building Client Relationships’, The Key to Building Your Insurance Sales Business!

Weekly Marketing and Sales Tips -‘Building Client Relationships’ The Key To Building Your Insurance Sales Business!

2/6/2023… Do you want to build your insurance business to make it easier and more profitable? Would you like to make it easier to set appointments? Do you want to close more and larger sales? Then work on building relationships with your prospects and clients! Building client relationships to build your insurance sales business is just like raising kids. Kids grow and develop by being loved and nurtured. (Plus eating good foods and being active.) Your relationships with potential insurance clients need the same kind of nurturing care that children do. These relationships will grow up and turn into insurance clients, joint ventures, and referrals.

People do business with people that they like, know, and trust. As an advisor, your goal is to make yourself known to your target market. And build the insurance-client relationship to the trust level.

Take a few minutes to review what is working for you, in your area. Then consider these ideas to add to your client relationship-building techniques to build your insurance sales business.

First Key to Building Your Insurance Sales Business

Elevator Speech the 30-Second Introduction – Have you updated your introduction lately? If you have not revisited it lately chances are the impact/shock value may be gone. A new introduction can spark your energy, which will show through when you introduce yourself. You should try to use some of these powerful action words such as create, design, compose, organize, generate, solve, produce, and supply. Practice this in front of a mirror and see what others see.  How to create your insurance elevator speech to build your client relationships and insurance sales business!

Second Key To Building Your Insurance Sales Business

What do you have to give? – We often think of what we want to get from our insurance client relationships. Things like a request for a proposal, a new resource, a joint venture, or a sale. Flip this over and consider what you are willing to GIVE to your potential insurance clients to build a stronger relationship. Do you have free information that your niche market can use? Can you provide free consultations on your client’s current situation? Keep in mind that building insurance client relationships are a two-way street, that starts with you, the advisor. Approaching these insurance client relationships in a giving, proactive mode is the best way to start. Offering Booklets, Free Reports, and Client Newsletters are a great way to provide the information your clients need to build relationships, while you build your insurance sales business.

Third Key To Building Your Insurance Sales Business

There is no such thing as too much follow-up! – “Out Of Sight, Out Of Mind” is the fastest way to kill any business. With that being said, the acts of following up with people that you meet for the first time will make you stand out from the crowd. Most advisors lack a consistent follow-up method. Over time, your potential insurance clients will forget who you are unless you keep in constant contact with them. The simple actions of following up with monthly newsletters, holiday or birthday cards, thank you cards, and articles of interest, will keep your name in front of them. And will help the insurance client relationship and trust-building process. The idea is to choose several actions that fit your business style and do them consistently. Watch your insurance clientele and business growth as you demonstrate an interest in building relationships with them.

A simple and easy way to follow up is to use Educational Workshops to build your insurance business! Building client relationships this way is a lot cheaper and much more effective long-term than buying insurance leads!

Fourth Key To Building Your Insurance Sales Business

Contact Management System – You must have a consistent way to capture and maintain contact information that is practical and easy to use. This means being able to easily access the information to make updates and changes. Contact software such as Goldmine, Practice Builder, and Outlook was created for this purpose. Choose the contact system that fits your work style and schedule. This nuts and bolts step is an important part of building clients’ relationships over time to grow your insurance sales business!

These four keys to building your insurance sales business will help you increase your client relationship-building success.

When Will You Decide To Build Stronger Insurance Client Relationships?

Do you want to build a successful insurance sales business? Then learn the best ways to help the families in your area! The more you help families the stronger the insurance-client relationship you will build. When you build strong client relationships you will make more and larger insurance sales. Plus you will get repeat insurance sales and client referrals! Helping families are the best way to build client relationships for a successful insurance sales business!

Trusted Advisor Success Program™

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 build a strong relationship with your insurance clients. It is how to build your business to earn $250k or more per year selling life insurance!

We will show you how 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 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 and building your business like the legends.

It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and advisors to learn how to help middle-income families! It is the best way to build strong insurance client relationships and your sales business.

When Will You Get The Best Life Insurance Marketing, Agent Success Training, Coaching, and Support You Need Specialize…

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 to build your insurance sales business. 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!

You will also get the best life insurance marketing, agent sales success training, coaching, and support for strong client relationships! 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),
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 To Help Middle-Income Families To Build Strong Insurance Client Relationships… And Build Your Insurance Sales Business To Make It Easier And More Profitable?


When Will You Read Our Full-Length Book? Learn How To Help Middle-Income Families To Build Strong Insurance Client Relationships!

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!


Get The Training, and Support To Help Middle-Income Families… For Better Client Relationships And Build Your Successful Insurance Sales Business! 

Best Sales Strategy And Niche Market To Sell Life Insurance!

Save Time and Expense To Make More Money Selling Life Insurance!

How Much Do Life Insurance Agents Earn? With Success Stories!

Success Tip… How To Set Much Better Insurance Appointments

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 - ‘Building Client Relationships’ The Key To Building Your Insurance Sales Business!

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