Annual Reviews With Insurance Clients for Easy Insurance Sales And Referrals!

Annual Reviews With Insurance Clients – For Easy Insurance Sales and Referrals!

 Annual Reviews With Insurance Clients for Easy Insurance Sales And Referrals!Dear Friends… Do you conduct an annual review each year with your insurance clients? If you do not meet with your clients every year, then you are losing a lot of easy life insurance sales… new sales, repeat sales, and sales from referrals! Plus, when you don’t meet with your life insurance clients annually to review their policies, you will lose them to your competition!

Consider, that in today’s highly competitive marketplace, you will never significantly grow your life insurance sales and your income if you lose clients. More than ever before, your competition is going after people who are not happy with their current advisor. Because they want to steal your clients and replace your life insurance sales!

That is why, if you want to succeed in life insurance sales, then you must work to build client loyalty and develop lasting relationships. Trust fosters loyalty and builds relationships. But how do you build that kind of trust with your life insurance clients?

The annual review with your life insurance clients is one of the best opportunities for you to build more trust. And yet, most advisors will downplay the significance of annual reviews with their life insurance clients.

The main purpose of the annual review with your life insurance clients is to meet any unmet needs, identify changes, and discover areas of dissatisfaction. Then, you will want to use this knowledge to help you to strengthen trust and deepen the relationship. Annual review with your clients is how you will get easy life insurance sales and a lot of referrals.

Why Is An Annual Review With Your Life Insurance Clients So Important?

People’s lives do change… they get married; divorce; die; have babies; kids go off to college; get sued; retire; start businesses, and buy houses. And, then they lose focus on their goals. Every one of these events is a good reason for them to update their financial plan. If you do not see your life insurance client yearly for an annual review, then you will never know about any of these changes! And you will never “get their business” – the easy insurance sales and client referrals!

There are five key truths in this business…

First… No matter how good you are, you will not get all of your prospects’ business during the first sale! There is always more business for you to write! (Disability Insurance, LTCI, Wealth Transfer, IRAs, 401k Transfers, Roth Conversions, Life Insurance, etc.) So, you must do an annual review each year and do a complete fact-find every time you meet with your life insurance clients!

Second... Somebody else is always trying to steal your clients and replace your life insurance business! When your business is replaced, not only do you lose that sale… But you lose future easy life insurance sales, renewals (trailers), and client referrals! So, you must do an annual review each year with your life insurance clients!

Third… People are not really your life insurance client until they buy from you 3 or more times! The more people buy from you, the more loyal to you they become. And, then the more they will buy from you in the future. Plus, they will refer you to more of the people they know, for easy life insurance sales!

Fourth… People’s situations do change! They get new jobs, new dependents, and new homes. Their attitudes and concerns will also change, which will provide you with more easy life insurance sales opportunities!

Fifth… Most advisors are so focused and busy with bringing in new clients, that they are neglecting their existing clients! And, then they wonder why they do not get any sales calls from their existing life insurance clients… Or get any life insurance client referrals!

Summary of Annual Reviews With Your Clients For Easy Life Insurance Sales And Referrals

Regular annual reviews with your life insurance clients are one of the main reasons why the top producers today… earn $300,000, $500,000, and more per year!

Do you have a problem setting up an annual review with your life insurance clients? Then it is because they see you as just a salesperson. And that is because you have not built a trusting relationship.

Is a big reason why you do not have a trusting relationship with your clients… is they never hear from you? If you want to start to build a good trust relationship, then you should be sending people your monthly newsletter. It will make it much easier for you to set an annual review with your life insurance clients. It will also make it easier for you to set a sales appointment and get life insurance sales with your friends, family, neighbors, and referrals! (We can provide you with a printable version, email version, and digital link for only $79.95 per month. So we have done all the work for you… with free personalization.) Senior E-Newsletter SamplePre-Retiree E-Newsletter Sample

You will also want to set up a system to ask for and receive life insurance referrals from everyone you know. Our Dynamite Referred Lead System™ is Only $95.00 “Immediate Download!”

Is your excuse for not conducting annual reviews with your life insurance clients… is that you don’t have the time? Then you need to make the time? Because it is much easier and much more profitable to sell to your existing clients than it is to find new people to sell life insurance to!


The Secrets To Annual Reviews With Your Clients For Easy Life Insurance Sales And Referrals!

When will you learn how to really help your life insurance clients, so they will want an annual review? Remember client annual reviews are the best way for you to get easy life insurance sales and referrals!

Trusted Advisor Success Program™

Revealed… The Only 90-day Life Insurance Agent Training, Coaching, Sales Support, And Client Annual Review Program To Learn How To Help Families! So You Sell Life Insurance And Annuities Like The Legends!

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you helping middle-income families find the money to Live Debt-Free And Truly Wealthy! So you will help families to get all the life insurance they need to protect their families. While they save for a tax-free income, save for college, create a family bank, etc. (Using cash value life insurance!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to succeed for over 40 years selling insurance! It is the best life insurance marketing and sales system, with annual client reviews and agent training to guarantee you will earn $250k or more per year selling life insurance!

First, we will show you how to find and attract your best life insurance leads/prospects. Including annual reviews each year with your insurance clients! So you set great sales appointments.

Then we will show you how to do a complete client fact-find to help families identify and want to solve their financial problems. We will also show you how you can help families find the money! So that they can take action right now!

Finally, you will learn the best ways for you to present your solutions to easily close 9 out of 10 life insurance sales and get client referrals

Now you will earn $250K, or more this year selling life insurance and annuities like the Legends.

Discover The Best Life Insurance Marketing Strategies, With Annual Client Reviews For Easy Sales And Client Referrals!

Inside our Trusted Advisor Success Program, you will find the best life insurance marketing plans, sales strategies, client annual reviews, and ideas laid out for you! You will learn the best ways for you to easily use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referrals; Social Media; Client Newsletters; Annual Client Reviews;  and more – with all the insurance marketing tools, scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, close more easy sales, and get client referrals! 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!

INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money to use all the HOT Life Insurance Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help middle-income families – not just the wealthy!

Includes… Our Found Money Management™ Tool KitLife insurance marketing and sales success training system,
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 Success Training, Coaching, and Back-office Sales Support Worth $2,097!
And Includes… Membership to Our Private Site at $39.95 per month after the first month,

When Will You Learn How To Do Annual Reviews With Your Life Insurance Clients – For Easy Sales and Client Referrals?


Insurance Marketing and Sales Webinars!See How We Do It… Setting The Initial Appointment and Getting Life Insurance Client Annual Reviews…

Insurance Agent Training Webinar – Listen and Learn as Coach Alex and Coach Jeremy teach you the strategies to set simple appointments and they will be joined by a SPECIAL GUEST (who’s killing it during COVID) to cover how to get and set appointments for Life Insurance Policy Annual reviews – Great training for even the captive insurance agents.

Get the Recording: $19.95

Fast Track Advisor Guide To... 'Selling Life Insurance In A Recession'


Fast Track Advisor Guide To… ‘Success Selling Life Insurance In A Recession’ Only $9.95
By Lewis Nason And Jeremy Nason

This 39-page insurance marketing and sales agent training E-book is about how you can ‘Depression Proof’ your life insurance sales for more success selling insurance. So that you will earn the income you want and deserve… No matter what happens in the economy! It is about you learning about the value of cash-value life insurance. And then you learn how you can help people to see, understand, and want to solve their immediate money problems. And then how you can get them emotionally involved in the sales cycle. So they will want to meet with you and will buy cash-value life insurance, even in the current economy. This is a must-read for every agent who is struggling with selling cash-value Life Insurance today!  Immediate Download Order Here


Asking Your Insurance Clients Enough Questions, To Set The Best Sales Appointments, To Close More Sales

Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95

One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key to attracting prospects, setting better appointments, closing sales, increasing your income, and being a success selling life insurance is and always will be getting the agent training to ask enough of the right sales questions! Especially When You Do Annual Reviews With Life Insurance Clients – If You Want Easy life Insurance Sales And Referrals!


Middle American Family's Guide To Living Debt-Free And Truly Wealthy!When Will You Read Our Full-Length Book? So You Learn How To Really Help 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! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Important Question… Are you in this insurance business just to make sales? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families with client annual life insurance reviews the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!

It Is Up To You To Learn How To Do Annual Reviews With Your Life Insurance Clients – For Easy Sales and Client Referrals

Why And How to Conduct Annual Client Reviews!

Insurance Annual Review Letter For Clients and Family!

Annual Reviews For Life Insurance Clients

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!

Recommended By The Members Of The IARFC