Secret To Success Selling Insurance… Think Like A Business Owner!

Weekly Marketing and Sales Tips - You’re Not Just An Insurance Agent or Financial Advisor Selling Insurance!

3/13/2023… Do you want to have more success as an agent selling insurance? In case no one has told you, you’re not just an insurance agent or a financial advisor that is selling insurance. You’re a business owner that is selling insurance. That means that not only are you a Trusted Advisor to your insurance clients – helping them to achieve their financial dreams.  You are also a critical part of the backbone of our nation’s economy. Entrepreneurship is as American as apple pie, and you are in it up to your neck. God bless you for that.

If that thought makes you a little nervous, don’t be. You don’t have to have an MBA to be a success as an insurance agent or a financial advisor in the business of selling insurance. Some of the wealthiest and most successful business leaders in history never even finished college. However, most successful business leaders today do have at least some formal business training. And you can dramatically increase your chances of success as an agent selling insurance… if you condition yourself to think more like those business owners.

Insurance Agent And Financial Advisor Tips For Business Success In Selling Insurance!

First and foremost, you need a business plan for success in selling insurance. Your plan can and should change over time. But you have to know where you’re headed as an agent or financial advisor if you are to have any chance of success in your business of selling insurance.

Start by establishing your market niche for business success in selling insurance. What’s going to separate you from the rest of the insurance agents and financial advisors out there for success in selling insurance? Set a few big audacious business goals and create a list of action items to help you accomplish them.

Watch your pennies

Not all cash outlays are created equal. Some are simply expenses. But some are investments in the future success of your business selling insurance. Learn to recognize the difference. Keep a tight lid on expenses, especially when you are starting out. I have seen countless examples of new insurance agents and financial advisors running out of cash too soon selling insurance. Because they didn’t count their pennies until it was too late. Things like tools, training, and marketing your business are investments for your business’s success in selling insurance. Focus on the return or payback period with these types of expenditures.

 “My time with Lew (and Alex) was very valuable.  I have been involved with IPS for 8 years and they have helped me increase my production by 30% to 60% annually.” Randy Greenfield, UT (12 years in the business)

Learn to love the 3 Ps for business success in selling insurance

More than anything else, persistence, patience, and passion are key to success in any business and in selling insurance. If you’re selling insurance to get rich quickly, you’re probably in the wrong business. Work your business plan, think long-term, and focus on an area of expertise that you find challenging and fulfilling. If you do those things, you will never work another day for the rest of your life.

More Key Insurance Agent And Financial Advisor Tips For Business Success Selling Insurance!

Focus on serving people, not on selling insurance

This is much easier said than done, but it is critical for your business’s success in selling insurance. Insurance sales is a service business. And now more than ever, people are looking for someone to trust. So, keep your promises, know your stuff, and empower your clients to be smarter in managing their money. You’ll sell a lot more insurance and you’ll sleep better at night. It’s one of the fascinating paradoxes of life: If you want to receive more for yourself, give more of yourself. Leverage all available assets.

If your agency or marketing organization provides low or no-cost business services of any kind, take advantage of it. Much like the employer match of a 401(k), it’s free money. If they don’t provide such business services, find someone who does. Ask about it. Unfortunately, in some cases, if you don’t ask, you won’t get it. You may be missing out on affordable assistance with sales, marketing, agency building, tax planning, and more.

Become an insurance marketing superstar

Most new business owners severely underestimate the amount of time and energy they will devote to marketing and prospecting. That includes independent insurance agents and financial advisors who are running a business selling insurance.

Marketing is critical. Even if you eventually outsource those services or hire someone to handle them for you, soak up everything you can from whomever you can. Weak or ineffective marketing can kill even the strongest new business selling insurance.

Define and document your process for your success in selling insurance

I can hear you groaning already, but this doesn’t have to be as painful as it sounds. Just pay attention to what works for you, and what doesn’t. Create a simple outline or checklist of the things you do from first contact to close… and then get it down on paper. When you come up with something new that works better, update your process. The key is to find what works for you for your business’s success in selling insurance and make it repeatable.

It has been said that insanity is doing the same things over and over and expecting different results. In my opinion, it’s even crazier to discover a process that works and then not repeat the process over and over. It will also be extremely helpful when the time comes to train someone else.

Establish a personal board of directors

If you want to be a success in the business selling insurance and be fulfilled in life, surround yourself with positive and successful business people. Look for networking opportunities where you can meet new people that can help you succeed. I’m not suggesting you become a leech. The best relationships are two-way streets. Align yourself with bright, positive, successful professionals in complementary businesses that could benefit from what you have to share as well. Four or five key mentors that you can trust and respect are worth their weight in gold. Encourage them to be brutally honest with you. And they’ll provide you with great ideas, and help you keep your head screwed on straight.

Plan. Do. Check. Adjust.

I confess this is the engineer in me sneaking out, but this process works worldwide in manufacturing, and it will work for service-oriented businesses selling insurance as well. If your business is not growing and improving, it’s probably dying. You just don’t realize it yet. Create your personal business plan, execute it, and monitor the results religiously. And adjust your insurance sales plan as needed. Rinse and repeat forever. Rarely does an insurance agent or financial advisor’s success in selling insurance happen by chance. It happens when a good value proposition meets up with a good insurance sales marketing message. As well as discipline and devotion to continuous improvement.

If you have other ideas or would like further clarification of any of my suggestions for agent and financial advisor success selling insurance, I highly recommend you call Lew and Jeremy!

Postema Marketing Group, LLC

Dennis Postema Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“I have been working with the Insurance Pro Shop since 2006 and have used each and every one of their products since then. (For my agents and myself) If you want a chance to increase your income and become the successful agent that you want to be, then you have to be learning from the best. I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you aren’t learning from Lew, you aren’t learning from the best!” Dennis Postema, RFC – Postema Marketing Group, LLC, OH (10 yrs in the business)

When Will You Decide To Get The Best Tools, Training, And Support For More Success in Selling Insurance?

When will act like a business owner? Do you want to have more success in selling insurance? When will you get the most recommended training for insurance agents and financial advisors who run a business selling insurance?

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales success training system)! This 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 financial advisors for over 40 years to be a success in selling insurance. By specializing in helping middle-income families to find the money So you will have more success and earn $250k or more per year selling life insurance!

You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will set great sales appointments.

Then you will get the best insurance agent sales training to 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 you will get the best agent sales training to learn 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 be a success like the agent and financial advisor Legends.

It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and financial advisors to learn how to help middle-income families!

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

INCLUDES… The best life insurance marketing, agent sales 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 training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And 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 Tools, Training, and Support for Insurance Agents And Financial Advisors’ Success in Selling Insurance?


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!


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Recommended By The Members Of The IARFC - You’re Not Just An Insurance Agent or Financial Advisor Selling Insurance... success!

2 Comments on “Secret To Success Selling Insurance… Think Like A Business Owner!

  1. Do you offer training on understand all the moving parts of indexed annuities and how to present them to families. The most difficult challenge is understanding how the index options work in selecting the best option to meet the clients needs. I believe in making sure the clients needs are paramount v. focusing on commissions.
    Clients do not care how much you know until they know how much the adviser cares.

    • We have a 5-minute presentation that explains the power of indexing. Like you, we believe the client comes first. But be careful the more you show the client the more confused they will get. You are the expert, so based on what you find out about the client it is up to decide what option makes the most sense for the client.

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