Revealed… The ‘Insider Secrets’ To Client Referrals For Insurance?

IPS Weekly Sales Success Tips - Revealed... The 'Insider Secrets' To Client Referrals For Insurance?

6/7/2023… In the 80s, I was very active in the Boy Scouts with my two sons Jeremy and Will. I was an active member of the board of trustees for the Methodist Church. Plus, I was moderating weekly LUTC classes, providing training in Branch Offices, and attending every Advanced Sales Training class offered by Met Life. I was working less than 20 hours per week on my insurance sales and taking most of the summer off each year, (Boy Scout Summer Camp)! And I was still able to earn close to a six-figure income in the 80s. Which was a lot of money back then. Why! Because within just 18 months of entering this business, I was getting the majority of my new insurance sales from… Insurance Client Referrals! And, I wasn’t asking for them!

Insurance Client Referrals Are A Huge ‘Insider Secret’ Most Agents Are Missing!

The ability to consistently receive Client Referrals for insurance sales is why the very best producers, such as Ben Feldman, Norman G. Levine, Mehdi Fakharzadeh, Thomas Wolff, and Van Mueller were all able to make over a million in a single year! Because their focus is on helping people and not just making a sale. They ask a lot of questions so they can tailor their recommendation to meet their client’s exact needs. Note… Our Trusted Advisor Success Program is what I have learned over the past 40 years studying their success in life insurance sales!

Do you want to succeed long-term in insurance sales? And, earn a significant six-figure or even a seven-figure income. Do you want to have more fun and be working fewer hours? Then you must find a way to Stop Prospecting! Isn’t prospecting the most time-consuming and frustrating part of your business? If all you had to do was to meet with qualified prospects, how many hours would you need to work each week? Getting referrals from your clients makes setting appointments and closing your insurance sales a lot easier and more fun!

How To Get Your Clients To Refer You To Friends And Family!

Do you want your insurance clients to give you a referral to their friends and family, without you asking them? Then you must make yourself referable! There are six critical parts to making yourself referable to increase your insurance sales. And they are actually very easy!

How To Get Insurance Clients To Give You Referrals… You must solve a real, immediate problem people have!

You must get known for helping solve a specific problem for people. And you be known as the expert in your community. Consider, salesmen are the people who chase after us, hungry for a sale. Experts are the people we actively seek out for their help. In my case, I became a recognized expert in helping families qualify for college financial aid. While I helped them find the money to get out of debt and save for college. And I was getting multiple referrals from all my insurance clients without asking. Because they were telling everyone about how I had helped them.

How To Get Insurance Clients To Give You Referrals… You must do a good, thorough fact-find with everyone!

You want to help people to see and understand the problems they need and want to solve. Many people only have a vague idea of the problems they are facing. And they can get lost in what they are trying to solve. So no solution seems to fit. You must help your prospects to get emotionally involved. And show them you are more concerned about helping them to solve their problems… Then you are about you making an insurance sale!

How To Get Insurance Clients To Give You Referrals… You must underpromise and over-deliver!

Why do people buy insurance from you? Would you agree one of the main reasons is they trust you? They believe what you say is what you mean. So, to become referable, you must exceed your customers’ expectations by giving them more than you promise. Little things like answering your emails every day. Having a live person answering the phone when it rings. Showing up to meetings on time. And delivering what you say, can make your ability to get insurance referrals from your clients… skyrocket. And, don’t forget to conduct regular annual reviews. The more you help people to find the money to fix their problems. the more referrals you will get from your insurance clients.

How To Get Insurance Clients To Give You Referrals… You must follow up on every part of the sales process!

You will want to make it easy for your clients to do business with you. Every part of a sales process from the initial contact, to personally delivering the policy, is equally important. Following up makes your clients feel important. Following up shows your clients that you care. As many of the top agents will tell you… “The Sale Begins – When the Customer Says . . . Yes!

How To Get Insurance Clients To Give You Referrals… You must keep in touch with your clients!

To increase loyalty, make repeat insurance sales, and get insurance referrals from your clients… The client needs to remember your name and needs to know how to find you. The more you stay in contact with your clients, the stronger your relationship will be. The stronger the relationship, the more sales and referrals you can expect from your insurance clients. So stay in touch! Are your sending your clients, family, friends, neighbors, and prospects a monthly newsletter? If not, you are making a Huge Mistake!

How To Get Insurance Clients To Give You Referrals… You must be the recognized ‘NAME’ in your local community!

You don’t have to be rock-star famous before you are recognized as an authority in your field. But you have to get the word out about what you do to help people! Your goal is to be the person that people think of whenever your field is mentioned. Offer a free educational workshop at your local library, church, or community center. Get it listed on the community calendars, from newspapers to cable television. Call up your local news stations and offer yourself as the subject of an interview. One listing or call at a time, and you will begin to make a name for yourself.

Plus, contribute to public discussions. Write letters to the editors of newspapers and magazines whenever they cover stories in your field. You may offer an alternate viewpoint or simply compliment them on a well-written article. The more people see your name in connection with your subject, the more they will recognize you as an authority in your field. And the more referrals you will get from your insurance clients!

You Can Make Yourself Referable… And You Can Earn The Significant Six-figure Income You Have Been Dreaming About!

Stop focusing on making a sale! Instead, shift your efforts towards helping people and providing better service. Start building strong relationships with your clients. So they will be long-term repeat buyers. Focus on your service to become a recognized name in your local community. And you will soon be incredibly referable as satisfied clients start to tell all their friends and family about how you have helped them.

Choosing between what pays well and what is right for the client is not an option. Believe in what you do. Be there to help your clients… And you will be rewarded!

Remember, if you help enough people get what they want! Then you will get what you want… more insurance sales and client referrals!

When Will You Make Yourself Referable For More Success In Insurance Sales?

Client Referrals are the huge ‘Insider Secret’ most insurance agents and financial advisors are missing to succeed in insurance sales! Inside our program, you will find a complete step-by-step system for helping people and getting your insurance clients to give you all the referrals you can handle.

The first step in making yourself referrable is to be the expert and Trusted Advisor. 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!

Trusted Advisor Success Program - Client Referrals For InsuranceOur 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 get client referrals and 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 client referrals. 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 help families… And get more client referrals for insurance! 

You Will Master The Best MARKETING To Find Your Best Life Insurance Client and Referrals!

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; Client Referrals; Social Media; Client Newsletters; Insurance 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 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 $39.95 per month after the first month!

Get The Best Life Insurance Marketing And Sales Systems, Training, And Support You Need To Get Client Referrals For Insurance Sales!


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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!


Get The Best Life Insurance Marketing And Sales Systems, Training, And Support You Need To Help People! Revealed… To Get Client Referrals For Insurance Sales?

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

Benefits Of You Owning Permanent Cash Value Life Insurance

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!

Members Of The IARFC - Insurance client referrals

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