Best Insurance Sales Presentations For Clients To Close More And Larger Sales!

Success Tip... Best Insurance Sales Presentations For Clients To Close More And Larger Sales!

2/22/2023… Do you want to close more and larger insurance sales? Do you want to prove to clients what you recommend is the best way to solve their problems and concerns? Then you need a simple sales presentation for your insurance clients. You want to compare what you recommend to what they are currently doing! Or, to what they think they want to do! You need to compare your recommendations to show and prove it is the best for their unique situation.

Sales Presentations For Your Insurance Clients

Using a product illustration as your sales presentation… will show your insurance clients what they will have at a point in time. But, it does not show them why and how much better off they will be by following your recommendation.

Use a 20 to 50-page report as your sales presentation… will show your insurance clients where they will be at some point in time. But, it does not show them why and how much better off they will be by following your recommendation.

Use your software as your sales presentation… will show your insurance clients where they will be at some point in time. Again, it does not show them why and how much better off they will be by following your recommendation.

Using any of the above as your sales presentations… also provides your insurance client with too much information. The more information you give your insurance clients the more questions they will have. In most cases the more information you give them the more complicated you make their decision to buy.

Another problem with the above sales presentation is they do not show your insurance clients how and where to find the money to follow your recommendations.

Best Sales Presentations For Insurance Clients

The best insurance presentation to close 9 out of 1o sales with your clients is to do a simple comparison!

Example of Simple Sales Presentations For Insurance Clients.

This couple was buying 20-year term insurance ($1,020 per year) and wanted to put away $2,000 into a Roth IRA… spending a total of $3,020! All we did is to compare putting that same $3,200 into an indexed life insurance policy with the same total death benefit on the husband and wife. The result is they had 20% more money at age 65!

The agent initially made almost $3,000 in commissions on the sale! Then in the next six months, he closed more sales to make another $12,000 in annuity and insurance commissions! Because he kept it simple and proved to them he had the best solution for their unique problems and concerns.

 

With each of our systems, you will receive 90 days of sale training, coaching, and support. A big part of the insurance sales training, coaching, and support we provide is to help you find the easiest way to close sales to make people a client. We will help you to put together a simple insurance sales presentation for your clients that will close 9 out of 10 sales.

After our 90 days of sale training, coaching, and support we will help with the insurance sales presentations for your clients for $100 per hour or $399 per month. We have agents that want our help with all of their insurance client sales presentations. Some insurance agents and advisors just want our help with the more complex cases to make sure they close the sale.

The result is the top agents and advisors that we work with, earn over a million dollars per year selling insurance, annuities, investments, and their services. While thousands of the agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help people to find the money to get all the life insurance they need. Then the average insurance sale you will close is $3,000 – $7,000 in commissions!

What Top Agents Say About Our Support, With Our 2 Page Life Insurance And Annuity Client Sales Presentations.

Kevin Murray - FL (10+ years in the business) “How Jeremy makes my life as an agent easier. In working with Jeremy over the years, one thing truly stands out when reviewing a case with him. I shoot him the completed fact finder. Sometimes I even have a hard time remembering what was most important according to the client. And not to mention additional sales to be made from problems I didn’t even consider. Jeremy calls me up to review the details and the next day or two, I have this seamless two-page client presentation that is a no-brainer when it comes to the client saying “yes, let’s do this”.

I have tried to duplicate the process, however, I find myself asking why? Working with Jeremy on case designs, allows me to do more of my work which is going on appointments. My suggestion is the next case you have, give him a call. And see for yourself how much easier he can make your life in this business.” Kevin Murray– FL (10+ years in the business)

Bryan Schurter, RFC, FMM - CA (4 years in business) Lew and Jeremy, thanks again for all your help with the three retiring couples that we have been working on over the past two months. It’s great to know that I can always count on you to find creative, helpful solutions to assist my clients.  Jeremy, you must have saved me at least a week’s worth of work over the past two months with all your help.  You guys are the best, and although I’ve told you many times before, THANK YOU!!” (These three retiring couples were from the free educational workshops he has been doing for teachers. And total over $2,000,000 in annuity premiums.) Bryan Schurter, RFC, FMM – CA (4 years in business)

Andrew Maisch - NJ (10 years in the business)“I have been working with Jeremy Nason at the Insurance Pro Shop on Annuity & Life cases for the past couple of years with great success. In a nutshell, I have found that my IMO’s have tunnel vision when it comes to case design. And to be blunt, most are not good at it. They tend to focus primarily on pushing products. Jeremy, on the other hand, is the polar opposite of an IMO. He uses both his creativity and case design experience to maximize the benefits for the client. And does it in a simple, easy to understand, 2 page client presentation. He does a great job of comparing the client’s current plan to the “new proposed plan”! That we developed in a collaborative manner.

As a result, his process helps the client see the major differences between what they’re currently doing… And what they should be doing. If they want to live a safe, secure, comfortable retirement and meet their overall goals and objectives. I have found that when I use Jeremy’s system and his easy-to-understand two-page client presentation, the majority of the time I end up making the sale.” Andrew Maisch – NJ (10 years in the business)

Scott Nelson - CA (1 year in the business)“Jeremy, thank you for increasing my income and helping me to protect the families in my local market. Here’s the money… It happened to be a difficult case with several accounts all over the map. So I sent the Confidential Needs Analyst to Jeremy. He worked hard on it and put together 2 scenarios, using an easy-to-read and follow 2-page client presentation.  It is so helpful to do business like that, very simple. There was $68,000 to be placed in 3 annuities, and 6k to start an annual IUL… $11,200 in total commissions. Jeremy took the time and walked me through the program. Thank you for all your coaching, advice, and support.” Scott NelsonCA (1 year in the business)

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 client 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 GreenChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Christine Lopez - CA, (12 years in the business)“Jeremy, I took 2 apps for their family last night!!! Thank you, thank you! The illustrations I tried to run before the client presentation did NOT give me the numbers you did. I am so grateful for your expertise and your help. Again, thank you for helping me help so many families! You guys gave me hope for this business again! (And hope has a MUCH bigger payout than a paycheck!) Many thanks,” Christine Lopez – CA, (12 years in the business)

When will you decide to get our help to close 9 out of 10 insurance sales?

More Insurance Sales Presentations for Your Clients 

Would you like to prove to your clients why and how certain money management concepts make more sense to build wealth and create more spendable income? Do you want to consistently close more and larger insurance sales?

We have the following 5-minute insurance sales presentations (and more) to help your clients understand the power of using cash-value life insurance, deferred annuities, and income annuities. Using these 5-minute insurance client sales presentations will make it a lot easier for you to close more and larger sales.

  • Let Me Tell You Everything I Know About Life Insurance (sell CV Life Insurance)
  • Qualified Plans (Seed or Harvest)
  • Borrowing To Invest Home Equity (Missed Fortune)
  • The Interest Rate Doesn’t Matter (Missed Fortune)
  • Recouping Losses With Mutual Funds 
  • Understanding Losses With Mutual Funds
  • The Value Of Equity Indexed Accounts
  • Spilt Funding (To Increase Retirement Income)
  •  Rule Of 72 and 115

Each of these 5-minute insurance sales client presentations (and more) are in our private. We explain them in our recorded agent webinars. Many of them are PowerPoint presentations.

How To Close More And Larger Insurance Sales

The key to closing more and larger insurance sales is to keep it simple. Ask questions to help your clients see the problems they face. Ask questions to help your clients to want to set better financial priorities. Then help your clients to find the money to take action… and you will close 9 out of 10 insurance sales!

How To Close ‘9 Out Of 10’™ Insurance Sales!

How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Set Better Appointments and Close Larger Sales!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding… with the tools, sales presentations, coaching, and back-end sales support you need to help middle-income families (your clients)? So you can help middle-income families 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 success training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 to help middle-income families to want to solve their problems. So you will close more and larger sales to earn $250K or more per year selling insurance! 

First, you will get the best agent sales training to show you what to say (the basic insurance prospecting script). And then the probing sales questions to ask your prospects… So you will set your best insurance sales appointments.

Then you will get the best agent sales training to show you the right sales questions to ask to help middle-income families… So they will identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now!

Then we will show you the best sales presentations for your insurance clients. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary agents… to earn $250K, $500k, or more per year!

Includes… Membership to Our Private Site at $29.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-Office Sales Support Worth $2,097!

When will you decide to get the best insurance agent training to close more and larger sales? And, when will you get the best tools, sales presentations, and support to help your insurance clients to take action today?


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!


Get The Best Insurance Agent Sales Training Tools, Sales Presentations, and Support To Help You Close More And Larger Sales!

Fundamentals For Success Selling Life Insurance!

The Five Basic Insurance Sales Challenges For Your Success Selling Life Insurance And Annuities

10 Quick Insurance Sales Success Tips

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

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