How To Attract Insurance Clients… Create Referral Partners, Advocates!

How To Attract Insurance Clients... Create Referral Partners, Advocates!

6/9/2023… Tips From Coach Sandy Schussel… The other day, I was listening to a very successful advisor about how client “attractors” are so much more successful and less stressed out than client “chasers.” One of my books, ‘Become A Client Magnet‘ is all about how to be a client attractor. And for over 20 years, I’ve been talking about how attracting insurance clients starts with figuring out how to go beyond satisfying your existing clients in order to create passionate, loyal, and enthusiastic clients – referral partners. Clients who go out of their way to attract new insurance clients to you.

You create these advocates and referral partners by paying close attention to three activities:

  1. Satisfying them constantly and consistently with your service and your attention to their needs.
  2. Creating as many opportunities for contact with them as you can.
  3. Making each of your moments of contact as “magical” as possible.

In other words, attracting new insurance clients is connected to the experience you are giving your existing clients. The more amazing the experience, then the more they will be talking about you to associates, friends, and family members who will want to have a similar experience. And that experience is something you create.

Sandy Schussel - Books - How To Attract Insurance Clients... Create Referral Partners, Advocates!

While the number of ways to create magical experiences is unlimited, here are six to immediately create referral partners:

1. Use each opportunity you have to speak with a client (or with your contact at a client’s company) to learn more about him or her.

Spend time at every appointment talking about their lives. In his book, “Swim With The Sharks,” Harvey Mackay lists 66 questions about customers to which every professional should have answers. Yet, most advisors I work with have never even asked their clients for the dates of their wedding anniversaries. Let alone how they met their spouses. How the husbands proposed, or what their weddings were like.

2. Keep track of important dates and make use of them.

“Sometimes, I send a birthday card,” a client told me. This is someone who will not be able to create advocates and referral partners to help him attract insurance clients. For your best clients, offer to throw a birthday gathering and invite their friends, or surprise them with a bottle of champagne when they’re having their anniversary dinner at their favorite restaurant. Or, have your whole office call to sing him “Happy Birthday” on the phone. “Sometimes I send a birthday card” just doesn’t cut it to attract insurance clients.

3. Call your clients for no reason. “I was thinking about you today. How’s that ___ doing? How about getting together for lunch?” These are the moments your clients will remember and tell their friends about — not just the moments during which you were advising them.

4. Have something available for children and pets – even if they don’t tend to visit you. A grandfather is in your office to talk about his business and your conversation ends with, “Oh … and here’s something for your grandchildren I think they’ll enjoy.” This is the type of “magic” you can create – to attract new clients for insurance.

5. Give meaningful gifts. I wrote a while ago about finding a golf ball from a cruise ship in the surf at the Jersey shore and delighting a client whose son collected golf balls from different country clubs. I sent the ball to her for his collection. The cost was the postage, but an expensive holiday fruit basket would not have had anywhere near the same impact. Gifts from the heart that show you listen to your clients and care about their lives are a powerful way to elicit referrals – to attract new insurance clients.

6. Get your staff on board. Decide how you want your calls handled and discuss it with your staff. At a minimum, they need to be pleasant and helpful and to identify themselves by name. Trust them, but test anyway. Call your office – or have someone call while you’re listening in – and see how your employees handle the call.

What experience are you creating for your clients – referral partners? What are you doing to help them to want to attract insurance clients to you?

Sandy Schussel

Are You Creating Referral Partners To Attract Insurance Clients?

The first step in creating referral partners, to attract insurance clients, is to be your client’s expert and Trusted Advisor. First, you must do more than just sell them a product. You must help put them on the road to financial security for their family and themselves! Accordingly, you must be helping your clients Find The Money to spend, save, invest, insure, and plan wisely for the future! So that they can Live Debt Free and Truly Wealthy!

Creating referral partners, to attract insurance clients, is about you helping your clients 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.

When Will You Get The Training and Support You Need To Create Referral Partners… So You Attract Insurance Clients?

Trusted Advisor Success ProgramOur Trusted Advisor Success Program (Life insurance marketing and sales system)! This is about you learning how to help middle-income families find the money to Live Debt Free And Truly Wealthy! It is about you learning to help 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!)

Using our Life insurance marketing and sales system you will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of coaches that have been training agents and advisors for over 40 years… to be Trusted Advisors. Helping families find the money to secure their future. It is the best training to guarantee you will attract insurance clients to earn $250k or more per year selling life insurance and annuities!

First, you will get the best marketing training… to find and attract your best life insurance sales leads/prospects and clients. Then you will get our proven scripts and the right questions to ask your prospects… to set great life insurance sales appointments.

Next, you will get the best fact-finding training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families find the money… So they can buy the life insurance they need right now!

Finally, you will learn the best sales presentations to close 9 out of 10 life insurance and annuity sales.

When will you learn how to help families to find the money? So you will earn $100K, $200K, or more per year closing sales like the legends.

It is the best life insurance marketing, appointment setting, and sales system for agents and advisors. It is how you will learn to find the money to close more and larger insurance sales today! So you create referral partners and attract insurance clients! 

Master The Best MARKETING To Attract Your Best Life Insurance Prospects And Clients!

Inside our program, you will find the best marketing plans, and strategies 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 (clients), set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone is about how you help families to find the money to Live Debt Free and Truly Wealthy!

INCLUDES… The best life insurance marketing, agent sales training, coaching, and support! It is everything you need to find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… Because they are all a part of our Trusted Advisor Success Program. Now you can help every family find the money to secure their future – not just the wealthy!

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

When will you invest in the best agent training to create referral partners? So you attract your best insurance clients?


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!

When Will You Read Our Full-Length Book? So You Will Learn How To 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 Guide To Living Debt Free And Truly Wealthy! This is because we give you complete strategies… to help middle-income families 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 Get The Best Marketing And Sales Systems You Need to Create Referral Partners… To Attract Insurance Clients? 

Success In Insurance Sales Is About The Value Of Your Service To Clients!

How One Silly Mistake Is Costing You Thousands In Commissions!

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 - How To Attract Insurance Clients... Create Referral Partners, Advocates!

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