Insurance Pro Shop - Weekly Marketing and Sales Tips - how to get referrals from your insurance clients

How To Get Lots of Referrals From Your Insurance Clients Without Asking!

02/16/2021… When you ask the top advisors where they find their best sales leads! They will all tell you it is referrals from their insurance clients! They will all agree that client referrals are your key to long-term success in insurance sales. But the question is… How do you get your insurance clients to refer you to their friends and family?

When you first start you will need to ask your clients to refer you to their friends and family! But most insurance agents do not feel comfortable asking for a referral! They feel like they are begging for business. So they just don’t ask! But if you want to make this business a lot easier and make it long-term… Then Initially You Do Need To Ask for Referrals From Your Insurance Clients!

Learn an easy way to ask for an insurance referral. First, ask how they feel about your service. Ask what they liked and disliked. What did they like best? Then you can ask who they know that might benefit from your services. (It is all in our Dynamite Referred Lead System, with the complete scripts and much more!)

Asking for referrals when you first start is OK. But they will not be your best client referrals.

Your best referrals will be when your insurance clients rave about you to their friends and family. So you get client referrals without even asking for them!

To Get Client Referrals Without Asking – Make Their Experience With You Shareable…

Word of mouth is the most powerful way for you to get referrals from your clients so that you can grow your sales. However, that depends on your client’s loyalty! Which means that it is something that you have to earn.

If you want your clients to rave about your services, then you have to give them a reason to talk about you and your services. You must go beyond just helping them to achieve their goals. You must also be a friend and a resource for them. So you must stay in contact with them.

You must find ways every day to improve your client’s experience. Not only do you want to delight them, but you want to delight them in a way that will put you at the top of their mind. You want them to tell their family and friends… “You know what I learned today from _____.” 

Get your clients to want to tell their friends and family about the great work that you do… without you even asking them for a referral!

When I was full-time in sales, within a year I did not need to ask my clients for insurance referrals. And I did not need to look for new prospects. Why? Because every week I would get calls, like… “I was talking to my brother Dale and he told me about how you helped him. And my husband and I want to get the same life policy!”

Or…  “I was talking to my bother-in-law and he told me about how you helped him to get out of debt and save more for their retirement. Can you help us?”

Or… “Leo told me how you helped him to refinance his home so that he would have the money for his son’s college education! Can you help me do the same thing?

Or… “I was talking to Paul about how you helped him with his finances. Could you help me to buy our first home?

How We Will Help You To Get More Referrals From Your Insurance Clients Without Asking!

Are you thinking I don’t know enough to help people with those things? That is why we are here to help you with our one-on-one training, coaching, and sales support!

We will show you exactly how to help people to find the money to spend, save, invest, insure and plan wisely for the future! So that they can Live Debt Free and Truly Wealthy!

Corey Greene,FIC, FICF, LUTCF - SC How To Get Lots of Referrals From Your Insurance Clients!“I have been working with Jeremy and the Insurance Pro Shop for a few weeks now and it has totally changed my mindset and helped me get the proper mindset with the Found Money Management system and the resource center. It’s really about truly helping people with their wants and needs. It is about asking questions so that I position myself as a trusted advisor.  As Lew says… You want to talk with people like they are your best friend. The resources and videos really drive home the concepts. Working with IPS is allowing me to get the proper foundation underneath me. I look forward to getting better, to help more people.”
Corey Greene,FIC, FICF, LUTCF – SC (17 year in financial services)

Oliver Chamberlain, - PA How To Get Lots of Referrals From Your Insurance Clients!“I think anyone who has experienced Insurance Pro Shop in any capacity knows the first class training that Lew and Jeremy Nason offer agents, both new and experienced. But the one thing that makes the Nasons special is how much they care about not only us, as THEIR clients, but OUR clients as well. The Nasons will not only help you increase your income, but if you apply what they teach you, you will truly become a trusted advisor of your community. You will learn to sell the RIGHT way. The Nasons are wonderful people and I am very fortunate to have met them!”
Oliver Chamberlain, PA (12 years in the business)


Our Dynamite Referred Lead System Is Also In Each System And On Our Private Site!

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you helping middle-income families to 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! First, we will show you how to find and attract your best life insurance leads/prospects. So you set great sales appointments. Then we will show you how to do a complete client fact-find to help families to 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! Next, we will show you the best ways for you to present your ideas.

You will take your life insurance and annuity sales career to extraordinary heights like the legends! And You Will Get Lots of Referrals From Your Insurance Clients!

Discover The Best Life Insurance Marketing Strategies!

Inside our Trusted Advisor Success Program, you will find all the best marketing plans laid out for you! You will learn the best ways for you 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 find your best prospects and set your best sales appointments! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, etc… All combined into Our Superior Found Money Management Strategy designed to help average people, not just the wealthy!


When Will You Learn How To Help People! So you increase your sales and referrals from your existing insurance clients!

Living Debt Free And Truly Wealthy

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 the 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!


Nothing Will Change Until You Make it Change. So It Is Up To You To Learn How To Get Referrals From Your 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 - How To Get Lots of Referrals From Your Insurance Clients!