Weekly Marketing and Sales Tips - The Life Insurance Sales Process for qualified prospects!... To Make The Big Money Selling life Insurance!

Do You Want To Know How To Make The Big Money Selling Life Insurance?

Successful Insurance Sales... Your Best Prospects!08/10/2021… My first question for you is… Are You The Typical Salesperson – Or Are You A True Sales Professional? Are you the typical salesperson that just tells people that they need to buy life insurance… to protect their family? Or are you a true sales professional that follows a sales process to help people to decide that they want to buy life insurance… so that they can protect their family? Do you just want to make a quick sale? Or do you want to work with qualified prospects to guarantee you make big money selling life insurance?

Do you really want to make big money selling life insurance… then you should follow this 6-step sales process!

Step 1. Decide Who You Want To Work With. Find out what those prospects need and want! So that you can determine the best ways to attract those people to you! What problems do they face now and in the future? How do those people prefer to be contacted? What information are they most interested in? Which will tell you what questions they will have? Use all of this information to make sure you attract the most qualified prospects for your products and services to make big money selling life insurance!

This Sales Process Is About You Asking Life Insurance Sales Questions!

Step 2. Ask Prospects The Right Sales Questions. Now when you speak with your qualified prospects… to set a sales appointment… or in the fact-find… you will want to ask open-ended questions. Do not assume you know about the prospects’ concerns and the problems they face. And do not assume you know what is best for your qualified prospects! This is a huge mistake! Your objective is to ask enough sales questions, to get your prospects to tell you exactly what they need and want. So, now it will be their idea, not yours! As a result, you will build almost immediate trust with your qualified prospects.

You will want to ask questions that start with the words Who, What, Where, When, How, and Why! You will also want to avoid questions that start with words like… do, are, you, and can! Because these types of questions tend to lead to yes or no answers, which is a response you want to avoid!

The first goal of asking sales questions is to discover what the prospect’s goals are. Next, do they have a plan to reach those goals? Then what are the challenges that stop them from putting their plan into action? And then what is their timeline to reach their goals?

In addition, you need to uncover… where they spend their money. So that you can help them to find the money to start their plan! You can find all of this information. But only if you do a good thorough fact find and you ask enough of the right sales questions with qualified prospects.

Asking enough of the right sales questions in the life insurance sales process is one of your greatest sales tools! It is how you will make big money selling life insurance!

The Most Important Part Of The Life Insurance Sales Process… To Make The Big Money Selling Life Insurance!

Step 3. Listen To Your Prospects. The most important part of the sales process is listening carefully to what the prospect tells you. This is what separates the typical salesperson, from the sales professional! Note, that we are talking about active listening, not passive listening. Active listening is when you focus on the person talking! So you are ready to respond and ask more questions about what they have said. Because you want to make sure that you and the prospect understand what the other is saying.

As you practice active listening, you will want to write down everything that the prospect says. All of the information you get will help you to qualify the prospect and then close the sale. You will also want to pay attention to their body language and level of enthusiasm. Those elements will help you decide what your next move should be. Listening to your prospects is a huge key to making big money selling life insurance!

Step 4. Educate Your Prospects. As you actively listen, you should look for opportunities to educate your prospects! Note that this is not about educating your prospect about your product or service! This is about helping your prospect to fully understand the problems they have and will face. Then it is helping them to learn how to overcome their challenges. So that you can help them to build a plan to reach their goals.

However, this may or may not involve the use of your products or services. Your focus should be to help the prospect, no matter what!!!

You must be careful not to give them too much information… Or get too technical! Because you will run the risk of confusing and/or overwhelming them. So you must balance the knowledge you give, with the insurance sales questions you ask… And the answers you get back from them. Educate your qualified prospects on the problems they face to make big money selling life insurance!

Build A Solid, Trusted Reputation To Make The Big Money Selling Life Insurance!

Step 5. Qualify Your Prospects. During each phase of the life insurance sales process, you will ask questions to qualify the prospect for your products and services. Now because you did such a good job in Deciding Who You Want To Work With! Almost all of your prospects will qualify for your products and services! However, you will always have a few people who will not be a fit for your products and services!

But, keep in mind that an unqualified prospect is just as good as a qualified prospect. Because an unqualified prospect gives you a chance to help people and be friendly. And if you do a good job, then they will talk to their friends and family about you. This will help you to build a solid, trusted reputation! But, don’t try to close unqualified prospects. As it will just hurt them! And IT WILL ruin your reputation in the long run.

Qualified prospects, of course, give you the chance to really help people, build a relationship, and make a sale. So, the sooner you identify a prospect that is not the right fit for your product or service, the better. Because you want to spend most of your time and pay the most attention to your qualified prospect. It is how you will make big money selling life insurance!

Step 6. Close The Sale. You have asked lots of insurance sales questions. Your qualified prospects have told you exactly what they need and want. Now you will want to help them to decide on the best solutions for their concerns and problems. And then you will want to help them to find the money to take action! As a result, it should be fairly easy to close the sale.

However, if they stall during the closing step, it means you did not ask them enough questions. You did not dig deep enough into their situation. So at this point in the life insurance sales process, you need to ask more questions.

For example:

“If you don’t mind me asking… what’s stopping you from proceeding?”

“What did I miss?”

“What happens if you aren’t able to reach your goal?”

“Now what happens if you can’t execute your plan or overcome your challenges?”

The closing process should feel natural to both you and the prospect.

Because you are closing sales with the prospects that are the right fit for your business. Your retention rate on those new clients will be high. You will also have fewer lapsed policies and fewer commission chargebacks.

You will start to close more sales and much larger sales! And then you will have the opportunity for backend and repeat sales.

However, the best part is you will finally get many more referrals! But only if you stay in touch with them with your Client Newsletter!

Follow this 6-step life insurance sales process, and you will be amazed at what will happen when you ask the right sales questions! You will earn big money selling life insurance, while you work with fewer prospects! And have more fun.

And, isn’t that what you want?

This 6-step life insurance sales process is why true sales professionals earn the big money selling life insurance…$30,000 or more per month… within 60 days of investing in our Trusted Advisor Success Program!

Here Is Some Proof Of The Big Money Agents Make Selling Life Insurance When They Work With Us!

Mark Kanakaris“The simple facts are… from Jan 1/2011 – Mar 31/2011, I sold $30k in life premium. From April 1-18th I sold $14K in life premium and 2 annuities for $57k. I also had a client call me and we are working on a $300k annuity which will be the largest I have ever moved. I have looked everywhere for a system that works and bought a lot of systems, this one changed my life.” ($50,000 of Commissions In 3 1/2 Months.) Mark Kanakaris, RFC – GA (4 years in business)

Bill Contain, CFO, RFP - FL (34 years in the business)

“Recently I did a seminar with the PowerPoint you helped me customize. I created over $80,000 in commissions from that one seminar and business keeps rolling in.  The Found Money Management™ program that you teach goes hand in hand with what I do. We help clients to dramatically improve their financial situation. Thanks again for all you do. God bless you and the Insurance Pro Shop! Your Friend,” Bill Contain, CFO, RFP – FL (34 years in the business)

Mike Spense Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“I have added two clients in the past two weeks with over $25k in annual life premium + $100k-200k rollover funds. This is not even discussing the other sales appointments I have set in the next two weeks. I have been recommending you to other agents I know who are having similar issues. Thanks, Lew and Jeremy! You guys are great! Mike Spence, President of Wealth Building Methods, LLC – MN (8 years in the business)

Jeff Cody - TN, (7 Years in business)“I took your advice and went back to those two prospects I thought I had lost. I started over with them using your fact-finding techniques and at the second meeting, I closed the biggest case of my career – $42,000 plus in commissions. The clients are extremely happy, and you can imagine how my confidence is. The message I would like to send is this: Hire Lew and Jeremy as your coach!” Jeff Cody – TN, (7 Years in business)

Bryan Schurter Highly Recommends Our Life Insurance and Annuity Agent Training Programs, Our Sales Skills and Advanced Fact-finding Training and Our specialized Insurance Marketing and Sales Systems“After doing my first workshop at the end of September, and after getting back in touch with my current clients (through your newsletters)I have submitted over $30,000 of life business…. IN JUST ONE MONTH! Your system (Found Money Management™) is so easy to understand, to explain to clients, and to implement, that it’s almost ridiculous. I am so glad I found you when I did, so early in my career. Thanks Again!” Bryan Schurter, RFC – CA (4 years in business)

Beau Henderson, RFC, FMM - GA (9 years in business)“We have put together back to back 30k months (commissions) and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, then the more referrals and momentum we build. I’m on track to finish the year two months ahead of my personal goals.” Beau Henderson, RFC, FMM – GA (9 years in business)

Learn All The Ways You Can Help Your Client Find The Money To Take Action? So You Will Earn The Big Money Selling Life Insurance!

Trusted Advisor Success Program™

Trusted Advisor Success Program - The Life Insurance Sales Process for qualified prospects!... To Make The Big Money Selling life Insurance!Our Trusted Advisor Success Program is about you learning to help middle-income families to find the money to Live Debt Free And Truly Wealthy! It is about helping your clients and prospects to 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 of life insurance marketing and sales coaches that have been training agents and advisors for over 40 years to be Trusted Advisors helping middle-income families find the money for life insurance! So they close more and larger life insurance sales! It is the best life insurance marketing, appointment setting, sales system, and agent training. So you guarantee you will make the big money and earn $250k or more per year selling life insurance and annuities!

First, you will get the best marketing system and agent training to find and attract your best-qualified sales leads/prospects. Then you will get the best scripts and the right questions to ask your qualified prospects to set great life insurance sales appointments.

Next, you will get the best insurance fact-finding training to ask your qualified prospects the right questions to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now!

Finally, you will learn the best ways for you to present your solutions to close 9 out of 10 life insurance and annuity sales.

When you learn how to help your qualified prospects to find the money you will earn $100K, $200K, or more this year closing life insurance and annuity sales like the legends.

It is the best life insurance marketing and sales system and training for insurance agents and advisors to earn big money selling life insurance!

When Will You Get The Best Marketing Tips, Tools, Training, and Coaching You Need To Find Qualified Prospects?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, strategies, and ideas 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 Life Insurance Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more to earn the big money selling life insurance… Because they are part of our Trusted Advisor Success Program. Now you can help average people – not just the wealthy!

When will you get the tools, training, and sales support you need to follow this 6-step life insurance sales process? So you will make the big money selling life insurance? Do you want to double and triple your sales in as few as 30 days? Then you need to take action today to make big money selling life insurance!


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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 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 The Life Insurance Sales Process… To Make The Big Money Selling Life Insurance!

Who Are The Best Prospects for Life Insurance Sales?

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Recommended By The Members Of The IARFC - The Life Insurance Sales Process for qualified prospects!... To Make The Big Money Selling life Insurance!