What Is Your Best Chance For Success In Insurance And Financial Sales?

Coaches Corner... 5 Commandments Of Successful Insurance Sales - To Earn A Six Or Seven-Figure Income Selling Insurance!

4/21/2023… Here is more great advice from our friend and MDRT coach Sandy Schussel… on how you can have the most success in insurance and financial sales.

How To Have More Success In Insurance And Financial Sales!

Do you want to qualify for the Million Dollar Round Table (MDRT)? Then the 2024 requirements are a gross income of $128K! With at least 37K coming from new insurance and financial sales. If you want to get to the Top of the Table (TOT), the gross income requirement is $769K.

Whether or not you pay attention to the MDRT. If you’re trying to reach these kinds of numbers for your success in insurance and financial sales… There are really only two ways to make that happen:

1. Significantly increase your number of insurance and financial sales!
2. Significantly increase the size of your insurance and financial sales!

Either of these paths alone could get you there, as can any combination of the two. But advisors who aren’t anywhere close to this level of success in insurance and financial sales are always telling me about the obstacles that keep them from reaching it:

  • Demands on their time from paperwork and client service, etc.
  • Not being able to get in front of enough quality, qualified prospects
  • Competition for clients’ insurance sales dollars by other local agents and online offers
  • Overwhelming family demands that limit their time
  • Not knowing what to do
  • Not having enough energy to do more than they’ve done

The Actual Obstacles To Success In Insurance And Financial Sales

The reality is that these obstacles to insurance and financial sales success are often just excuses for two larger underlying success challenges:

  1. Not wanting it badly enough, and
  2. Not having insurance marketing and sales systems and financial success strategies in place to increase your level of production.

Not wanting it badly enough. When you’re 100% committed to a goal, you will figure out how to get the paperwork done and meet client service needs with a minimal investment of your time. You develop a plan to find more and better insurance and financial sales prospects. You find a way to position yourself to make competition irrelevant. Plus, you will find time to provide your family with the love and support they need without being overwhelmed. And you will also figure out what you need to do and how to raise your energy level.

Not having adequate insurance marketing and sales systems and financial success strategies. Working with and interviewing Top of the Table (TOT) advisors, I’ve learned about many of the best insurance marketing and sales systems and financial strategies they use to achieve and maintain that level of success.

Insurance Marketing And Sales Systems And Financial Sales Success Strategies

1. Intense Focus. The 2,000 or so MDRT TOT members worldwide reached that level in almost 2,000 different ways. But, the one thing they all have in common is being intensely focused on serving more and better clients.

2. Daily success routines. While it’s not true of all MDRT TOT qualifiers, many will tell you that getting enough sleep, exercising regularly, and making healthy eating choices have impacted their ability to reach their insurance and financial sales success levels. Most have some kind of daily success routine. Including start-of-the-day rituals! Plus, setting time for daily or weekly learning, personal development, and self-care.

3. Setting and pursuing goals. Interestingly, most of the MDRT TOT advisors I interviewed on my podcast did not have to have TOT as a goal. But they definitely had other, even bigger, longer-term goals. And they learned to “chunk” those goals down into smaller ‘process goals’, so they could keep track of their progress in increments.

4. Putting a high value on and protecting their time. Every minute of work time counts. And to maximize your production, you need to maximize your time. Top producers say “no” to almost everything that doesn’t directly help them reach their goals and delegate all of the less important work to others.

5. Specializing. Most of the top producers focus on one type of client or one type of service or product. So they become specialists in their field. Which increases referrals to their specialty.

6. Build marketing around an ideal client. Author Seth Godin tells us that we should be aiming for our “smallest viable market.” Top producers identify their ideal clients and build their marketing around them – in referral conversations, in how they introduce themselves, in their seminars and written content, on their websites, and in social media.

7. Create a powerful team. It’s rare that someone gets to MDRT TOT without an exceptional team behind him or her. It might be their family. But one way or another, they invest in great people to assist them and train their team well. And, they learn how to delegate everything that does not directly generate revenue.

8. Systems for everything they do. The more top players can automate their processes – from prospecting to client service and reviews! Then the more they are able to focus on their goal, whatever it might be.

9. Work with a mentor and a coach. Van Mueller, an MDRT TOT qualifier for more than 32 years, tells advisors that he has always had mentors and coaches, And, to this day, he still has a coach. Mentors can teach you things you don’t already know. Coaches can help you clear away whatever is holding you back.

This is not a plug for my services… it’s a fact. A great number of MDRT TOT qualifiers have utilized the services of an insurance and financial sales business coach to help them achieve their success.

Are you serious about accelerating your insurance and financial sales business? Whether it’s to qualify for the MDRT, Court of the Table, or Top of the Table, or just to grow your insurance and financial sales business into the mid-six figures and beyond. Then take the advice of members of the elite group of MDRT Qualifiers who have made it there. And you will build your insurance and financial sales practice with the help you need.

What’s in your way? If you’d like to talk about it, then contact me and we’ll arrange a conversation. Because you could easily add $50K, $100K, or more to your insurance and financial sales business this year. When and if you do.

Sand Schussel

The Only Insurance Marketing and Sales System That Includes… 90 days of agent training, coaching, and mentoring… with sales support!

Your success in insurance and financial sales will not just happen! First, you must want it badly enough to put in the effort to make it happen! Second, you must learn the proven insurance marketing and sales systems and financial success strategies used by the top producers. And finally, you need to have a coach and mentor to help and show you the best ways to use your systems and financial strategies!

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing, appointment setting, and financial sales training success 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 your cash-value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal life insurance agent 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 find the money! It is the best life insurance marketing, appointment setting, sales system, and agent training. So you guarantee you will be a success and earn $250k or more per year in insurance and financial sales!

First, you will get the best marketing system and agent training to find and attract your best life insurance sales leads/prospects. Then you will get the best scripts and the right question to ask your prospects… So you will set great life insurance sales appointments.

Next, you will get the best insurance fact-finding training to ask prospects the right questions. We will show you how to help middle-income families see and want to solve their immediate financial 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!

Finally, you will learn the best ways for you to present your solutions to close 9 out of 10 life insurance sales.

Now you will earn $100K, $200K, or more this year, so you will be a success in insurance and financial sales like the legends.

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Finally, Master The MARKETING Fundamentals For Success In Insurance And Financial Sales!

Inside our Trusted Advisor Success Program, you will find the best life insurance marketing plans, financial 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 sales tools, appointment 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!

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Includes Our Found Money Management™ Tool Kit…  Life insurance marketing, appointment setting, and financial sales training success system,
Includes Our How To Close 9 Out Of 10 Insurance Sales… Life Insurance Appointment, Sales Training System And Videos,
Includes 90 Days of Personal Insurance Agent Success 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 systems, coaching, and support you need? So you are a success in insurance and financial sales?


When Will You Read Our Full-Length Book? So You Learn How To Really 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 Get The Marketing, Sales Systems, Agent Training, And Support You Need? So You Will Be A Success In Insurance And Financial Sales?

How To Succeed in Insurance Sales! Help People Solve Their Financial Problems!

The Keys to Success in Insurance Sales… So You and Your Clients Will Succeed in Life!

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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