Dear Friends, Are you selling mortgage insurance, final expense insurance, disability insurance, health insurance, or some other type of insurance? Do you want to close more insurance sales? Do you want to close other insurance sales in the home? Would you like to get more referrals from your insurance clients? Then read what this agent had to say about learning to do an insurance fact-find – asking more and better questions! “Your training has affected the way I sell health insurance. After listening to your training, I went from doing a one-call close on health insurance to doing a fact …

Why Learning How To Do A Fact Find Is A Huge Key To Success Selling Insurance! Read more »

6/28/2023… Do you want to close an insurance sale on almost every sales appointment? Then it is more than just finding out what people have. It is about you helping people to see the problems they face. It is about you getting the insurance agent training to do a true problem-solving fact-find on every sales appointment. How quickly would you increase insurance sales and income if you could: Immediately gain the trust and respect of each prospect you meet Help People… your family, friends, and prospects identify and solve their complex financial issues. Apply your product and insurance industry knowledge ethically …

How To Conduct A True Problem-Solving Insurance Fact-Find! Read more »

6/25/2023… For over 40 years, my father has taught agents and advisors… How to close more and larger insurance commission sales! And it is not a secret! The way to close more and larger insurance commission sales is by doing a full-fact-find with everyone. The agent or advisor who takes the time to learn to do a full fact-find with everyone: earns more commissions, works fewer hours, spends less time and money on prospecting/leads, and feels much better about selling people insurance. They even feel better about working with and selling insurance to their friends and family! Why! Because when …

Turn $600 Commission Sales Into — $2,000 or More Insurance Commissions Sales. Read more »

Dear Friends…  What follows is an article I found on the MDRT website. It is about how to conduct a successful insurance fact-finding conversation with your clients. The article is about and from Terry Ang, a four-year MDRT member from Malaysia. He shares the effective and successful fact-finding client conversation tips he learned from working in the insurance and financial services industry. Do you want to be in the top 10% of the most successful insurance agents and financial advisors in the world? Then you will want to follow these tips for a successful fact-find conversation with all your insurance …

Best Tips For A Successful Fact-find Client Conversation Read more »

1/2/2023… In the past two weeks, we have given you what we feel are the simplest tips and best strategies… We want to make sure you get off to a fast start in 2023 to grow your insurance sales business. I have listed them all below in case you missed them over the holidays. But the absolute simplest tip, the best strategy to close insurance sales to grow your business in 2023… Is to learn how to do a better insurance fact-find. The simplest tips and best strategies… Tip One Of 5 Simple Tips to Grow Your Insurance Sales Business …

The absolute simplest tip, the best strategy to grow your insurance sales business in 2023! Read more »

“The key to a sale in a fact-find, and the key to a fact-find is a disturbing question.” The Legendary Ben Feldman 11/11/2022… As insurance agents and advisors, we have a very important role in helping our clients identify their financial needs. Just like a doctor who asks questions to identify any medical conditions early. And then takes preventative steps to give their patient peace of mind! We can do the same for our clients for their financial health. We must be able to ask probing and disturbing questions to identify and diagnose the problems the insurance client has and …

The Power Of Asking Clients Disturbing Questions In The Insurance Fact-find! Read more »

8/22/22… Are you tired of closing $600 insurance commission sales? Do you want to close more and much larger insurance sales… For $2,000 or more in commissions with the people you meet? Is it time for you to learn and use the very best insurance sales closing technique… The Complete Insurance Fact-Finding Interview! When you learn to do a complete insurance fact-finding interview, there is no need for you to use any of the 101 Insurance sales closing techniques being taught today! Because when you learn to do a complete fact-finding interview your prospects will actually close the insurance sale …

The Best Life Insurance Closing Technique… The Complete Insurance Fact-Finding Interview! Read more »

8/19/2022 – Most of the agents that call us do not understand how important it is to be better at asking sales questions and fact-finding to sell insurance! I hope this will help you to understand why asking sales questions and fact-finding are the keys to helping your clients to buy insurance! So you make your life and sales career a lot easier and more profitable! Why should you invest your time and money to be better at asking insurance sales questions and fact-finding? Because the better you get at asking insurance sales questions and fact-finding… the more you and …

Why you need to be better at asking insurance sales questions and fact-finding to help your clients! Read more »

4/13/2022 – Many years ago in an issue of Life Insurance Selling, Harold (Doc) Lindsey, Jr. a sales trainer from Dearborn, MI said: “I have found that insurance fact-finding is the most powerful closing technique I have ever encountered. All others are supplemental to the facts being obtained.”  He is absolutely Right! To close the sale you must know all the facts about the prospect’s situation. And, not just the hard facts of what they have. You also need to know the soft facts of how ‘They Feel’ about what they have. Because what you may see as your prospect’s …

The Most Powerful Closing Technique Ever Devised… Fact-finding! Read more »

Do you want to be a Successful and Trusted Financial Advisor? Then you will want to master client fact-finding, questioning, and listening skills! Because how can you help your clients if you don’t know what’s most important to them? And, what they want! The more that people see that you are there to help them then the more they will want to work with you! And the better you will feel about what you do! And the more money you will earn! Being a Successful and Trusted Financial Advisor involves much more than just helping clients to invest their money. A …

How To Be A Successful And Trusted Financial Advisor… Master The Fact-finding, Questioning, and Listening Skills! Read more »