Important Message from Coach Sandy Schussel about insurance marketing for agents and advisors! Every day I talk with agents and advisors who won’t do anything that makes them uncomfortable. They buy leads and complain about them. They won’t reach out to people they know! And they won’t have referral discussions with even their best clients. They have one bad experience with seminars or webinars and decide never to do them again. They avoid networking because it makes them uncomfortable. And then, they complain that their business isn’t growing. Anything uncomfortable shuts them down. They are ignoring a universal truth about …

Agent And Advisor Insurance Marketing Tune-Up! Read more »

There are certain skills and qualities needed to be a successful trusted financial advisor. They range from people skills, technical skills, sales skills, and everything in between. Below are the important skills and qualities of a successful trusted financial advisor who… helps clients! What Makes A Successful Trusted Financial Advisor? People Skills are the number one characteristic of a successful trusted financial advisor. They must communicate with others easily without using technical terms or insurance jargon that could confuse clients. A successful trusted financial advisor listens to and understands how to help their clients. So they know what they need …

How To Be A Successful Trusted Financial Advisor! Read more »

1/11/2023… There are two basic approaches to insurance sales! The first approach is the way most agents learn to sell insurance. The insurance company or IMO has a training program that teaches the agent how to make a quick insurance sale. The agent buys or is given insurance leads. Then they are told to call those leads to set 10 to 20 insurance sales appointments per week. The average insurance sale using this quick sales approach is $600 in commissions. And following this insurance training program 90% of the agent earn less than $4oK per year after expenses! Most of …

The Best Insurance Agent Training Program! Read more »

7/29/2022 – Would you like to know the first steps you should take to increase your life insurance sales? Do you want new prospects, who are anxious to do business with you? Do you want your clients to keep on doing business with you for years to come? And then have them refer you to everyone they know? Then you need to let people know how you are different. You must help people to see that you are there to make a difference in their lives. You must show them you are not the typical agent selling life insurance! It …

First Steps To Increase Life Insurance Sales! Decide To Be A Trusted Advisor and Learn How To Make A Difference In People’s Lives! Read more »

7/4/2022 – With Inflation and the Recession do you want to be seen as just another salesperson (pushing products)? Or, do you want to be your client’s “trusted advisor”? Do you want to close more and larger insurance sales right now? Then you will want to get the training to learn and practice Consultative Selling Skills – asking your insurance clients the right probing questions! In the Consultative Selling Skills training, you will learn to ask probing questions… to learn about your insurance client’s needs and wants. Before you offer them a solution or talk about your products. With Consultative …

Consultative Selling Skills Training… Asking Probing Questions To Be Your Insurance Client’s Trusted Advisor! Read more »

4/20/2022 – You should be proud of being an insurance agent. But, if you just think of yourself as just an insurance agent who sells insurance products, then this is one of the reasons you are not making the kind of income you want to make. Because, whether you like it or not, prospects hate to buy insurance. And they do not like insurance agents! Do You Want To Start Making A Lot More Money From Your Insurance Career? Then You Must Start Helping Your Prospects And Clients Solve Their Financial Problems. They Must See You As Their Trusted Advisor! Be …

Be Their Trusted Advisor! Differentiate Yourself From All The Other Insurance Agents And Financial Advisors! Read more »

2/23/2022 – Can You Imagine Yourself… with a steady stream of life insurance leads… easily setting high-quality sales appointments… easily closing 9 out of 10 sales… while you work less than 40 hours per week… and earn a six or seven-figure income. The top producers we work with do it… And You Can Too! What is stopping you from becoming a trusted advisor to help families find the money to solve their financial problems? Does it scare you to think about becoming a trusted advisor? Because you are not confident in your knowledge? Or, because you are not sure that …

Why Aren’t You Becoming Their Trusted Advisor? Read more »

1/17/2022… I just finished re-reading the VIP interview with Norman G. Levine. Anyone reading this interview can immediately see why Norman G. Levine is so respected in our industry and is considered an insurance legend. And, the best part is that by reading this summary carefully, every insurance agent and financial advisor will have the foundation they need to build a solid life insurance sales career that they can use to be a trusted advisor. So they can build and take their life insurance sales career to extraordinary heights just like the insurance legends? Do You Want To Build A Rock …

How To Build A Solid Life Insurance Sales Career – The Trusted Advisor! 3 Concepts From Norman G. Levine Read more »

1/3/2022 – Do you want to sell more life insurance and annuities? Then “think like a doctor” and decide to make the change to a Trusted Advisor. Here is an article from an advisor who made the change to a Trusted Advisor! And now he focuses on serving his clients. So he can help them to plan for a secure financial future. Instead of just selling them his life insurance and annuity products. Here Are His Thoughts About Being A Trusted Advisor! I went to the eye doctor a while back for an exam, and to get my glasses adjusted. …

“Think Like a Doctor” To Sell More Insurance and Annuities Read more »

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In all of our agent training, to be a trusted advisor, we talk about the easiest way for you to find and attract your best prospects… to sell insurance, annuities, and/or investments! This training is about you becoming a Trusted Advisor, to help families find the money they need to be financially secure. Our Trusted Advisor training is about you helping families find the money to solve the financial problems they are facing now and in the future. Do you think that our Trusted Advisor training is not for you? Why is that? Does it scare you to think about …

Is Becoming a Trusted Advisor In Insurance Sales Not For You? Don’t You Want To Help Families Find The Money To Be Financially Secure? Read more »