Insurance Agent Fact-find Training! How To Do A Great Insurance Fact-Find!
Ask The Right Fact-finding Questions!
Dear Fellow Advisors, Do you want to help your clients to live debt-free and truly wealthy? Do you want to take your insurance sales to the next level? Then learn how to ask the right questions – to do a great insurance fact-find. So that you can help people to see where they stand financially. This is the best fact-finding and questioning training for insurance agents and advisors!
You must learn to ask the right fact-finding questions to help people review their goals and what the future might hold for them. While you consider their experience and attitudes. Then you need to ask the questions to help people identify what money is available. An insurance fact-find is how you gather the information that you need… So that you can help people plan now and for the future.
A great insurance fact-find asking the right questions will give you a valuable snapshot of their money situation. As well as what they have planned for their future. So that you will know their Big Picture!
You will want to ask the right fact-finding questions to review what they have. So that you will gain knowledge of their current finances and goals. While you ask the right fact-finding questions about their plans for now and in the future.
Insurance Agent Fact-Find Training To Ask The Right Questions…
Ask fact-finding questions like the ones below to get a quick view of their current finances, insurance, and future goals…
Have you thought about when you would like to retire?
If you were to retire today, how much income would you want?
Would that allow you to do everything you want when you retire?
What do you want to do when you retire?
What do you think inflation will average over the next ____ years?
Do you think social security will be there when you retire?
How much money have you saved for your retirement?
Are you planning on your children going to college?
Are you planning to pay for their college?
If you got hurt tomorrow and your family lost your income… what would happen to them?
What would they have to do?
Important Agent Training Tips For A Great Insurance Fact-Find…
Insurance Agents Fact-Find Training Tip… To make it a great insurance fact find… you need to listen to them! And then ask more questions to get them to tell more about what they want!
Insurance Agent Fact-Find Training Tip… Do not tell them they have a problem! Ask the right questions to get them to tell you they have a problem!
Insurance Agent Fact-Find Training Tip… Do not talk about your products until you get them to see and understand what they need and WANT! Most agents lose sales because they jump in too soon with the solution.
Insurance Agent Fact-Find Training Tip… Do not try to solve all their problems the first time you meet them. Because if you try to do too much, they may see you as a salesperson and not someone who wants to help them! Find out what is most important to them, and then take care of that problem first!
Insurance Agent Fact-Find Training Tip… Do not try to close a sale on the first visit. Because you will end up will a small insurance sale! Take all of the info that they give you… back to your office. So that you can come up with a solution and sales presentation tailored just for them!
Insurance Agent Fact-Find Training Tip… Help them to find the money. So that they will not be spending more of their money. Which will make it much easier for you to close the insurance sale.
Insurance Agent Fact-Find Training And Questioning Summary
Getting the best insurance agent fact-finding training. So you ask the right questions to do great fact-finding is the key to your success in insurance sales. Fact-find training (asking the right questions) is the difference between you earning $30,000 to $50,000 per year – to earning $100,000, $250,000, or more per year in insurance sales!
“You have truly blessed my life, Jeremy! Tell your Dad (Lew Nason) you punched another ticket for an agent to go ‘Top of the Table.’ They must number in the hundreds or more by now. I will be in Dallas, Georgia in the future to show my appreciation! See you at the top buddy! Thank you, you guys are first class all the way, Jeremy!” John M.
There is more to your success selling life insurance than having great leads or doing a great fact-find! Do you want to succeed? Then you must send a monthly newsletter to everyone you know. So they will remember to call you when they need help… like right now! And you should also offer everyone your FREE information booklet to help people to see you as the expert. So that they will see and understand how you can help them!
Don’t Have Much Money… But Want The Best Agent Training To Do A Great Insurance Fact-Find?
Here is another way for you to increase your sales. (and you will only spend about a dollar a day) Over the past few months, we have had hundreds of our members each week watching our past recorded webinars. They are FREE to the members of our Insurance Marketing and Sales Resource Center. It is one of the best ways for you to stay positive and learn how you can help people.
This is a great time for you to be in this business because people need and want help right now. So you need to get the insurance agent training to do great insurance fact-finding to help people get through this difficult time!
How To Get The Best Insurance Agent Fact-Find And Questioning Training!
When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding training, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help families find the money to spend, save, invest, insure, and plan wisely for the future. So they can “Live Debt Free And Truly Wealthy?”
Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training agents and advisors for over 40 years on how to set the best sales appointments… do a great insurance fact-find… to close 9 out of 10 life insurance and annuity sales! It is the best insurance agent fact-finding and sales training… To guarantee you will earn $250K or more per year selling life insurance and annuities!
First, we will show you what to say and probing fact-finding questions to ask your prospects… So you will set your best sales appointments.
Then we will show you how to help families identify and want to solve their problems.
We will also show you how you can help families to 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 families. So that you will close more and larger life insurance and annuity sales in the next 30 days – to be a success closing 9 out of 10 sales like the Legends!
When will you get the best insurance agent fact-finding training, questioning, and support that you need to help families? So that they will have the money they need to save for a secure future! So, you will double and triple your sales in as little as 30 days? It is the best insurance agent and financial advisor fact-finding and sales training to earn $250K or more per year as a Trusted Advisor!
Includes… 90 Days of Personal Insurance Agent fact-finding, Success Training, Coaching, and Back-Office Sales Support Worth $2,097,
Also Membership to Our IPS Private Site at $39.95 per month after the first month!
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lewis Nason And Jeremy Nason
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 fact-finding and 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 agent to success in attracting the right prospects, setting better appointments, fact-finding, closing sales, and increasing your income selling life insurance is and always will be asking enough fact-finding questions!
When Will You Read Our Full-Length Book? So You Will Learn How To Help Middle-Income Families?
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
Nothing Will Change Until You Make it Change. So It Is Up To You To Get The Fact-Find Training For Insurance Agents To Make It Change!