IPS Success Tip... Life Insurance Fact-Finding Questions To Ask Prospects - Insurance Sales Process

Best Life Insurance Fact-Find Questions For You To Ask Your Prospects!

Asking Clients Questions.... Earn the Right to Help Your Prospects With a Solution!  Life Insurance Fact-Finding Questions To Ask ProspectsDear Friends, What is the most important part of the life insurance sales process? Is it marketing… getting well-known in your area? Is it lead generation… finding the right sales leads? Or Is it setting the appointment… getting people to decide to meet with you? Could it be the fact-finding questions… finding out what people have or don’t have?  Or maybe it is the sales presentation… so you will close the life insurance sale? Yes, all of those things are important. But the most important part of the sales process is the life insurance fact-finding questions you ask prospects.

Do you want to help more people decide to work with you? Then it is all about asking prospects the right life insurance fact-finding questions in each part of the sales process… from marketing to closing the life insurance sale. You have to ask life insurance prospects the right fact-find questions, so they will see that you want to help them. You have to ask many of the same questions that you will ask your prospects in the life insurance fact-find. Whether you are writing an article, meeting them in an elevator, setting the sales appointment, doing a fact-finding, or closing life insurance sales all is it about the questions you ask your prospects.

The idea is for you to ask fact-finding questions to help your life insurance prospects see if they have a problem! When you ask prospects the right fact-find questions in every part of the life insurance sales process you are showing them that you understand their problems. It also shows them you care, are concerned, and want to help them to solve their problems. Does that make sense to you? I hope so! Because… until you learn to ask your prospects the right fact-finding questions you will struggle to make the money to want in life insurance and annuities sales!

Ask Your Life Insurance Prospects More Fact-find Questions To Stand Out From The Crowd.

Asking prospects the right fact-finding questions in every part of the life insurance sales process is what will make you stand out from the rest of the crowd. This will make it a lot easier for you to set great sales appointments and then close much larger life insurance sales! How do you feel about that?

Asking prospects the right fact-finding questions in every part of the life insurance sales process is why the top producers we work with earn $250K, $500K, or much more each year. It is also why they get a lot more referrals and repeat sales from their clients. Isn’t that where you want to be?

What Are The Right Life Insurance Fact-Find Questions To Ask Your Prospects?

Most agents will ask life insurance prospects if they have a retirement plan, plus one or two follow-up fact-find questions. Then they will jump right in and tell them about a great idea or plan they have! And they will try to convince them to set an appointment. There is a much better and more successful way. It is all about you asking your life insurance prospects the who, what, where, when, and how fact-finding questions in every part of the sales process!

Example… You are having a conversation with a friend or family member. At some point, you may say… “I am just curious, and if you don’t mind me asking, are you putting any money away for your retirement.” Friend says… yes!

Then you ask… “Great, where are putting that money?” Friend says… In a 401k! (Here, most agents will jump in and then tell them about a better plan they have.)

But instead, you ask them… “Has anyone sat down with you and taken the time to figure out how much money you will need when you retire?” Friend says… No!

You also ask them… “How do you feel about that?” Friend says… I never really thought about it.

So you ask them… “Do you think it is important to know how much money you will need when you retire?” Friend says… yes!

Then you ask them… “Well, do you think it is important for you to know what you will need?” A friend says… Yes! But I can’t do anything right now!

So, now you say and ask them… “I know! None of us has any extra money, but if I could help you to find more money to put away for your retirement? Would it be worth taking a few minutes to sit down and talk about it?”

Important… All the above are the same questions you should ask your prospects in a life insurance fact-find. Ask the fact-finding questions to help your life insurance prospects see if they have a problem. Then ask your life insurance prospects more fact-finding questions to get them to think about the problem! The more they think about the problem,  the more important it will be to fix the problem!

Where Will You Be In The Next 30 Days?

When will you learn to ask your prospects the right life insurance fact-finding questions? So you will double or triple your life insurance sales in the next 30 days? Yes in 30 Days!!!!

Does it seem impossible to you to close so many life insurance sales to earn $250K or more per year? It is NOT!

Here is what these life insurance agents had to say about asking prospects the right fact-finding questions…

Mike Spence, President of Wealth Building Methods, LLC“I believe EVERYONE should buy your fact finding DVD’s at a minimum. This is the foundation for working with a potential client. Asking questions in order to get them to realize they have problems (some that they may not know about previously). Understand those problems simply and how you can help their problems with simple solutions without discussing product. I now know when I exit my initial meeting if I did a good job of asking questions and getting the potential client to buy into concepts. If I didn’t do a good job, then I know what I need to work on as well. Mike Spence, President of Wealth Building Methods, LLC – MN (8 years in the business)

Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF -“I wish every agency and professional association would use your systems. While they are far from basic they do remind me how vital the basics are to my business and our industry. They reinforce the fact that questions, not products, help people to see you as an expert. The first time I used your two page presentation template I closed a 12K commission term conversion. After reviewing it the client literally said, let’s go with the second option that you proposed. That’s it! There was no closing, no cajoling and no begging. All the work was done during the first meeting. Thanks for all your help and coaching and please know that I appreciate your commitment to our industry.” Brandon Green, ChFC, CLU, CAS, CLTC, FSS, LUTCF – TX (15 years in the business)

Rudolph Corrales, Jr., CTA - “Hi Jeremy, I just want to thank you for your help in completing a financial planning summary.  I recently finished the Trusted Advisor program and immediately put the training to use.  It worked just as you, Lew, and Alex said it would.  I just have to remember to get the client emotionally involved. Let them identify their problems. And then give them exactly what they want!  It really was easy.  I want to thank you and look forward to many other interactions with you.” Rudolph Corrales, Jr., CTA, – CA

When will you decide to learn the best life insurance sales process? So you ask prospects the best life insurance fact-find questions, to make it easier for you to attract highquality prospects. So you will set great sales appointments and close larger life insurance sales in the next 30 days?

When Will You Learn The Fact-find Questions To Ask Your Life Insurance Prospects To Help Them Find The Money To Secure Their Future?

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