Insurance Agent Branding – A Classic Marketing Strategy!

IPS Weekly Sales Success Tips - Insurance Agent Branding - A Classic Marketing Strategy!

o4/12/2023… Insurance Agent Branding Is A Classic Marketing Strategy! Branding is the process where insurance agents make themselves known to the public and differentiate themselves from competitors. Branding typically includes a phrase, logo, or idea that makes the insurance agent easily identifiable to the public.

Start “Branding” You!

In any practice, insurance agent branding is a primary marketing strategy to attract your ideal prospect. It is an expression of your unique identity to “sell” your services to the kind of people you most want to work with. But insurance agent branding isn’t just about showing how you’re different from your insurance competitors. It’s about getting your insurance clients or prospects to see that what you offer is exactly the solution they have been searching for.

When I meet someone at a party or gathering. And I tell them during our conversation that “What I do is help people find the money to save for a tax-free retirement“! And then I ask him if he would like to work with me, I’m engaging in direct marketing. If his friend comes across the room at that party and says to me, “I hear that you’re great at helping people find the money to save for a tax-free retirement. I would love to sit down and talk to you”! I’ve successfully branded myself as the insurance agent to see.

But to brand yourself and your insurance services, you need to take… Three Preliminary Insurance Agent Branding Steps:

Insurance Agent Marketing And Branding Step One Know your “Target Market“.

Who do you most want to work with or for? As an insurance agent, advisor, or financial service business owner, you will have more success if you become an expert in the needs of one particular narrow target market: teenagers, “Boomers”, families, entrepreneurs, landscaping contractors, retirees, etc. It’s aiming a high-powered rifle at the bullseye, rather than shooting up hundreds of pounds of buckshot in the hope of hitting some wild turkeys.

Insurance Agent Marketing And Branding Step TwoIdentify one to three “core needs”.

What are their biggest problems, or dreams? Obviously, you want to talk about the needs that you have solutions for. Your typical client may need dental work, but if you have a house cleaning service, this isn’t a core need you can use.

Insurance Agent Marketing And Branding Step ThreeDesign your unique solutions.

Why will people in your target market buy the services they need from you and not other insurance agents? Clients like “packages”. If the solutions you provide are not special, start thinking about ways to package them to make them special. If you’re just another white crayon in a box of white crayons, there’s no good reason to use your services. Be the red crayon in the box.

In The 22 Immutable Laws of Marketing, Al Ries and Jack Trout wrote: “If you can, be first. If you can’t be first, create a new category in which you can be first.”

Fedex is the business to use “when it absolutely, positively has to be there overnight”. When you are the insurance agent and business to use! Decide who you are, and then get your special insurance agent marketing message out to everyone in your community. Brand your insurance agent services!

Why Is Insurance Agent Marketing And Branding So Important?

Insurance Agent Marketing And Branding Establishes you within an industry: The right brand identity will help you get established as THE insurance agent seen in the industry. As your brand gets more recognition it will help you compete with those agents who market similar insurance services! 

Insurance Agent Marketing And Branding Convey your purpose to consumers: Your insurance agent brand is also important because it helps convey the value of the products or services you provide for clients. For example, if your company has the slogan: “Less time for cleanup, more time for fun,” then you imply that your product line helps clean up messes fast so clients can do more of what they enjoy.

Insurance Agent Marketing And Branding Increases company awareness: Having a strong and recognizable brand will attract new clients to insurance agents.

Insurance Agent Marketing And Branding Remind existing clients of your products and services: Your brand will help remind existing clients about what you have to offer. For example, any insurance agent marketing you do will remind previous clients about your products and services.


How To Create a Bio Sheet – Personal Branding For Insurance Agents And Financial Advisors!

One of the very best and simplest Personal Branding Tips is to create a ‘Bio Sheet‘ with a professional photo! Then share both your professional resume, as well personal information. What makes you unique? Then identify the problems you solve for your clients. Your bio sheet should highlight how you help people and why prospects should work with you. The Secret is to let people know how you help people NOT about the products you sell!  Sample Bio Sheet


Best Personal Branding And Marketing Tools For Insurance Agents And Financial Advisors!

The best personal branding and insurance marketing tools for agents to use is one of our Personalized Information Booklets as your company brochure. Because we put all of your info on the front and back covers. We also include a page in the booklet about you and how you help people!

Personalized Information Booklets are a great insurance marketing and branding tool for insurance agents! You can offer them on your website and Facebook page to get people’s contact information… and much more!

Personal Branding Tools For Insurance Agents And Financial Advisors!


When Will You Decide To Get The Best Insurance Agent Marketing To Brand Your Sevices?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to get all the cash-value life insurance they need to protect their families. While you help them 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, branding, and sales coaches that have been training agents and advisors for over 40 years to specialize in helping middle-income families find the money! It is the best insurance marketing, branding, and sales system, with agent training to guarantee you will earn $250k or more per year selling life insurance and annuities!

First, we will show you how to find your best life insurance and annuity leads/prospects. So you will set great sales appointments.

Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects 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 ideas to your clients and prospects. So that you will earn $100K, $200K, or more this year selling life insurance and annuities like the legends.

Now Get The Best Agent Marketing, Branding, Tips, Tools, Training, and Coaching You Need To Sell More Life Insurance And Annuities!

Inside our Trusted Advisor Success Program, you will find all the best insurance agent marketing and branding plans 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 your best prospects, set your best sales appointments and sell more life insurance and annuities! Because your ‘special Insurance Agent Branding and 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!

And you will learn how 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 to sell more life insurance and annuities… Because they are part of our Found Money Management Tool Kit. Now you can help average people – not just the wealthy!

Includes… Our Found Money Management™ Tool KitLife insurance marketing, branding, and sales success training system for agents,
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training System And Videos,
Includes… 90 Days of Personal Insurance Agent Marketing Training, Coaching, and Back-office Sales Support Worth $2,097!
And Includes… Membership to Our Private Site at $29.95 per month after the first month,

When Will You Decide To Invest In The Best Insurance Agent Marketing To Brand Your Sevices?


When Will You Read Our Full-Length Book? Learn How To Help Your Clients And Prospects To Find The Money To Take Action Right Now!

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 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!


When Will You Learn The Best Marketing To Brand Your Insurance Agent Services… To Attract Your Ideal Prospects?

How Will You Survive and Prosper Selling Insurance In 2023 and 2024?

Stop The Insurance Product Brochures And Start Personal Branding

Mutual Funds Vs Deferred Annuities!

We Want To Help You Get The Life Insurance and Annuity Sales Training You Need To Take Your Financial Sales Career To The Top Of The Industry!

Members Of The IARFC - Insurance Agent Branding - A Classic Marketing Strategy!

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