‘Little Secrets’ to Generating Lots of High-Quality Life Insurance Leads and Sales Appointments!

Insurance Pro Shop - Weekly Marketing and Sales Tips - ‘Little Secrets’ to Generating Lots of High-Quality Life Insurance Leads and Sales Appointments!

Just about every agent/advisor, we’ve ever talked to, is looking for a new and improved, foolproof way of… Generating a steady stream of quality life insurance leads and sales appointments. They are looking for a new twist on an old idea. Or, something that has never been done before! What these agents/advisors don’t realize is there isn’t anything new out there. Everything that people can think of, with rare exceptions, has already been tried before. The reason most agents/advisors are having a problem generating quality life insurance leads and setting better sales appointments… Isn’t that their systems don’t work? It’s because they are missing the ‘little secrets’, and ‘little tricks of the trade’ that are the difference between outstanding success and total failure… Generating quality life insurance leads and setting sales appointments!

“Small Daily Improvements Are The Key To Staggering Long-Term Successful Results.”

You do not have to take massive action or make radical moves to make your business and life better. Learn and do something every day to improve yourself. Move forward with conviction and purpose. That is how real progress is made. Be patient, stay strong, work hard, and then most of all, have faith!

Let me give you an example… to generate a stream of quality mortgage life insurance leads and sales appointments!

Most agents/advisors I talk to are frustrated with the quality of their mortgage life insurance leads and the sales appointments they set. They have tried buying mortgage life insurance leads, direct mail, and asking for referrals. They tried using newspaper ads, free reports, phone dialers, and the list goes on and on. All they seem to get is people with health problems. Or, they get people shopping based on price and want a free quote.

There is a reason most agents/advisors have so much trouble generating high-quality leads and setting sales appointments for mortgage life insurance. They are missing the ‘Little Secrets’, ‘Tricks of the Trade’!

Agents are making little mistakes… like believing prospecting is a numbers game! Because they want to believe anyone who owns a home is a quality mortgage life insurance lead. And because they are selling life insurance as a commodity… Instead of a solution to a problem. They are selling life insurance based on price… Instead of based on benefits! They are chasing poor-quality life insurance leads, calling people who have never heard of them! These are a few of the reasons why many agents struggle to set life insurance sales appointments!

Here are five of the ‘Little Secrets’ most agents are missing to generate lots of quality leads, and set sales appointments for life insurance!

You must specialize! There are hundreds of agents/advisors, in your immediate area, that are selling mortgage life insurance. Homeowners can buy insurance from their P&C agency, or over the Internet. So why should they take their valuable time to set a life insurance sales appointment with you? What is unique about you? What is your hook? Can you specialize in helping families pay off their homes five to ten years early… And help families save thousands of mortgage interest payments? Can you help families to get the mortgage life insurance they need… Without taking any additional money out of their pockets?

You must determine who your best quality leads are for life insurance! While everyone who has a mortgage may need life insurance… Who do you have the best chance of selling? Who would you have the best chance of selling mortgage insurance to? And who has the stronger need… a single person, a married couple, or someone who is married and has young children at home? Is there a minimum or maximum income? The minimum and maximum value of the home? Remember we are talking about consistently setting sales appointments with quality life insurance leads. So you are working with the people you have the best chance of selling!

You must help families to see and understand the problems they face! You must help families to want to take action today! You must learn the right questions to ask, so people see and understand the depth of their problem. Then help them to see that you have a solution to their problem. People don’t buy what they need! They buy what they want! So, do you want them to buy today? Then you have to help them to make their need a priority. So they will want to set a life insurance sales appointment today!

You must get known in your local community! Your primary marketing goal should be to get known as the most respected and trusted agent/advisor in your local community. How much easier and more cost-efficient is it for you to get known in your local community, versus an entire city, county, or state? Consider, the legendary Ben Feldman, one of the most prolific life insurance salespeople in world history, who did all of his business in the small town of East Liverpool, Ohio. (Population 15,000)

You must learn how to get referrals! You must make yourself referable! In most cases, people are not going to refer a ‘salesperson’ to their friends and family. However, they will refer a Trusted Advisor. Someone they know, like, and trust. Someone who provides a valuable service. Then you must stay in constant contact with your clients, prospects, friends, family, and everyone you know. ‘Out of Sight, Out of Mind’ is a deadly mistake for any salesperson. Why would people refer you, if they never hear from you… Remember who you are… or what you do! You must be in constant contact with your clients through annual reviews, monthly newsletters, and free educational workshops.

Using these five ‘Little Secrets’, (out of dozens) we’ve helped hundreds of agents/advisors go from earning $3,000 per month to earning $10,000 per month, in just a few months. Because they are always setting sales appointments with the highest quality life insurance leads!

“Never stop learning. Nothing comes easy. If you want something, you have to work for it.” Lew Nason

Almost every agent/advisor we talk to is looking for a ‘Magic Bullet’! They want a single idea that will magically generate the highest quality life insurance leads to set sales appointments. There is no ‘Magic Bullet!’ Do you want to improve your life insurance sales? Then it is about continuous study and steadily making small changes.

Throughout all of our specialized life insurance marketing and sales systems, tools, and training… You will learn hundreds of these ‘little secrets’ and ‘tricks of the trade’ that agents/advisors use to make their careers easier, more fun, and much more rewarding. You will learn the ‘little secrets’ and ‘little tricks of the trade’ that can make the difference between outstanding success and total failure!

Mark Kanakaris“I have been looking for a “magic” system for selling insurance and leads. It doesn’t exist! However, within about 30 days the Insurance Pro Shop’s Mortgage Protection Sales System and training have changed my practice! This is a complete system that if applied can turn anyone’s practice around in 30 days. The simple facts are… from Jan 1/2011 – Mar 31/2011, I sold $30k in life premium. From April 1-18th I sold $14K in life premium and 2 annuities for $57k. I also had a client call me and we are working on a $300k annuity which will be the largest I have ever moved. I have looked everywhere for a system that works and bought a lot of systems. This one changed my life.” Mark Kanakaris, RFC – GA (4 years in business)

David Trusler, MBA - IL, Trusler Financial Group (6 years)Lew, I just wanted to take a moment and thank you for recommending the mortgage tool kit. It has definitely helped me increase my average case size from $600 annual premium to well over $2,000 annual premium per case. Also, prior to purchasing the tool kit, I was spending over $2,000 per month on mortgage insurance leads. I am proud to say that I have not purchased a single mortgage insurance lead in over two months and my production is still climbing. What a life changer. I cannot thank you enough. You’re truly making a difference.” David Trusler, MBA – IL, Trusler Financial Group (6 years)

Tony Fillipone 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 did it the hard way for 10 years (selling mortgage insurance) and most of your numbers were dead on for me. My average case size was just a little over $600. And I was struggling to earn between $40,000 to $50,000 just like you said. You guys had me up to $80,000 in about six months. And then $160,000 to $180,000 in about year 3 of working with you. I tell new agents about you every chance I get. I had to kiss a lot of frogs to find my prince. And you guys were it.”

“15 years later I’m still in the business and just had my best year ever. Let’s just say a strong six-figure year. To think I was ready to quit when I found you. I know I’ve thanked you before, but you guys really put me on a great path to success. And I can’t express my gratitude enough.” Antonio Filippone RFC, FMM – IL (24 years in the business)

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When Will You Learn The Easiest Way To Generate High-Quality Life Insurance Leads, Set Appointments, And Then Close Sales?

What is stopping you from getting the agent training you need to find quality life insurance leads and set better appointments… so you close larger sales starting today?

Once you find and set a sales appointment with your best quality life insurance leads… Then you can do a full fact-find and help your client find the money to buy life insurance or more!

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First, you will get the best marketing system and agent training to find your best quality mortgage life insurance leads/prospects. Then you will get our proven scripts and questioning training you need to set great life insurance sales appointments. 

Next, you will get the best insurance agent training on how to do a great fact-find. So you can help homeowners to see and want to solve their problems. We will also show you how to help homeowners find the money… So they can buy the life insurance they need right now!

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Trusted Advisor Success Training

Do Not Miss Our Next Trusted Advisor Success Training

Check out our live (2-day) Trusted Advisor Success Training ™. Our Life Insurance and Annuity Trusted Advisor Success Training Workshops for insurance agents and financial advisors are where you will learn everything that you need to know to help your clients! So, you will be the Trusted Advisor that people will want to see! And so you will be the one person that they will want to do business with! Because this Life Insurance and Annuity Trusted Advisor Success Training Workshop is for agents and financial advisors… And about you learning how to help your clients and not just make a sale! So, that you will make a real difference in their lives! Instead of just selling your products and investments!


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