Simplest Way To Find Your Best Insurance Leads/Prospects – The Heartfelt Letter!

Heartfelt Letter... The Quickest Way To Find The Best Insurance Leads! Set more insurance appointments and close more salesDear Friends… Do you want the simplest and best way to find your best insurance leads/prospects? So you set more insurance appointments and close more sales? Then send everyone you know a heartfelt letter!

Do you honestly feel and believe that you really help people? Are you focused on how to make a positive difference in people’s lives? Instead of just closing a life insurance or annuity sale?

Then who are the first people you should help? Who are your best insurance leads/prospects?

Do you want your friends, family, neighbors, clients, and prospects to call you when they have a problem, or need your help, or advice? Or, do you want them to call your competition down the street?

Who will take better care of them, you or a stranger?

Why would your friends, family, neighbors, clients, and insurance prospects/leads call you, if they do not know what you do? Or how you can help them?

Would you like a simple, quick, non-threatening way to let people know about what you do? And the services that you provide so they will call you? So you set more insurance appointments and close more sales?

Then how about you send them a simple, one-page, Heart Felt Letter!’ NOT a sales letter?

Send your friends, family, neighbors, clients, and insurance prospects/leads a letter that tells them you are in financial services… And what your specialties are!  Then the heartfelt letter tells them how you help families improve their financial lives. The letter says to call you, if and when they need help, have questions, or want a second opinion.

If you want to find and attract your best insurance leads/prospects, set more insurance appointments, and close more sales, you may also want to read… Insurance Sales Success Strategies!

Here is a quick example of the Heartfelt Letter…


Dear Chris:

A while ago, one of my dear friends got very upset with me… Because I had never let them know that I was available and could help him and his family with all of their insurance and financial matters. It dawned upon me, at that moment, that I had failed to let the people I care about most, know about the work I do, and then the services I provide.

Accordingly, here are a few ideas that many of my clients have found of value:

  • How you can reap the upside potential of the stock market, without the downside risk!
  • The secret to maximizing your tax-free retirement income – With NO government limits on how much you can contribute right now.
  • How to pay off your home 5-10 years early, without taking any additional money out of your pockets.
  • The secret to maximizing your retirement benefits – What your accountant isn’t telling you!

I want you to know, that if you have any questions, want a second opinion, or if I can be of assistance to you in any way, then please do not hesitate to give me a call. 

Yours truly,

Your Name

P.S. With your permission… I will send you my monthly ‘Living Debt Free and Truly Wealthy’ newsletter.


Summary Of How To Find Your Best Insurance Leads/Prospects Using The Heartfelt Letter.

You will notice that this is not a sales letter. It does not say that you will call them for a free consultation! Or say you will invite them to your upcoming free educational workshop. It does not ask them to do anything. It just tells them a little bit about what you do. And that you are there if and when they need or want your help.

Now the key is to follow up… Because you have to remind them that you are there, what you do, and how you can help them.

The best way to do that is with your monthly newsletter.

“Lew convinced me to use newsletters only three months into my career. I fought him every month for six months, until he had me look at their actual results. After only six months I was getting new clients from referrals. Two cases I thought I had lost, called me back to follow through on my recommendations. And, many of the people I knew, that I didn’t feel comfortable approaching initially (friends, family and church members), were calling me to find out more about what I was doing.”

You will be amazed at your results!

Starting right now! Do you want to attract your best insurance leads/prospects? Then send everyone you know a ‘Heart Felt Letter’! Then follow up with your newsletter. (to your friends, family, neighbors, clients, and insurance prospects/leads! It is an important key to your short-term insurance sales success. But, what is even more important, it is the critical key to your long-term insurance sales success.

Do you want to find your best insurance prospects/leads? Do you want to set more insurance appointments and close more sales? Then send your best insurance prospects/leads a heartfelt letter! And do it now! Send 5-10 heartfelt letters a week and then follow up with a phone call a week later to set an insurance appointment.


How To Find Your Best Insurance Leads/Prospects – The Heartfelt Letter!

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Trusted Advisor Success Program - Simplest Way To Find Your Best Insurance Leads/Prospects - The Heartfelt Letter!Our Trusted Advisor Success Program is about you learning to help middle-income families find the money to Live Debt-Free And Truly Wealthy! It is about helping middle-income families get all the cash-value life insurance they need to protect their families. While you help them to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance agent training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years to be Trusted Advisors just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, and Medhi Fakharzadeh! Helping families (people) find the money to secure their future. 

It is the best agent sales training to generate (find) exclusive (organic) life insurance leads – to set life insurance sales appointments! So you guarantee you will earn $250k or more per year… Selling IUL, whole life insurance, and annuities!

We will show you how to generate (find and attract) your best life insurance and annuity leads/prospects. So you will set great life insurance sales appointments.

Then we will show you how to help middle-income families see and want to solve their money problems. We will also show you how you can help middle-income families find the money so that they can take action right now! 

Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 life insurance sales appointments. So you will earn $250K, or more this year selling life insurance and annuities like the Legends.

It is the best life insurance marketing, lead generation, appointment setting, and sales system… With the best training for insurance agents and advisors to learn how to help middle-income families! To generate (find) the very best life insurance leads… to set the best sales appointments!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Coaching You Need To Generate The Best Life Insurance Leads And Sales Appointments?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas to generate life insurance leads laid out for you! You will learn the best ways to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews;  and more – with all the tools, scripts, and more. Now you can generate (find) your best life insurance leads, set your best sales appointments, and close more sales! Because your ‘special marketing message’ to everyone will be all about how you help middle-income families 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 help middle-income families find the money to use all the HOT Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… To sell IUL, whole life, and annuities! Because they are all a part of our Trusted Advisor Success Program. Now you can help every family (people) find the money to secure their future – not just the wealthy!

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Fast Track Advisor Guide To... 'Lead Generation Success' Insurance Marketing & Sales E-booksFast Track Advisor Guide To… ‘Life Insurance Lead Generation Success’ Only $9.95
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This detailed ’51 page’ insurance marketing agent training E-book… Reveals the ‘Insider Secrets’ the Top Agents use to generate (find and attract) their ‘Best’ life insurance leads. The insider life insurance marketing and lead generation secrets most agents will never learn on their own! And the best agents like it that way. These insider marketing and lead generation secrets secrets are simple to master, once they are revealed to you. And yet they will INSTANTLY allow you to generate (find and attract) a steady stream of your best life insurance sales leads! The best part is, that you do not need to spend more money on sales leads or your marketing! You will spend a lot less money. All you need is to know what these ‘insider marketing secrets’ are to lead you to success selling insurance!

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  • A simple strategy to turn life insurance prospects into sales appointments…
  • Power words that will make your life insurance sales appointments stick…

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

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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 asked 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 you should ask your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

A huge key agent success to generating (finding) leads, setting better appointments, closing sales, and increasing your income selling life insurance is and always will be asking enough questions!


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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 and have a secure financial future! Helping others is the best way to generate the best life insurance leads!

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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 life insurance prospects want to set a sales appointment with? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to get the insurance agent training to make a real difference in people’s lives? The more you learn to help families the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change! 

Nothing Will Change Until You Make it Change. So, It Is Up To You To Get a Heartfelt Letter To Make It Change!

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 IARFC... The Heartfelt Letter! Set more insurance appointments and close more sales