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Review Of The Life Insurance Selling Systems For Agents

Dear Friends;  Let’s be honest, there is a lot of JUNK being sold out there today to agents! It seems like everyone has a Life Insurance, Annuity, or AUM Selling System for agents such as LEAP, Circle Of Wealth, Missed Fortune, Infinite Banking Etc.! IMOs and Agents are pirating life insurance selling systems from other IMOs and Companies. And then there are the so-called sales trainers that come in from other industries… Peddling the marketing and sales ideas that they used when they sold mattresses. So much JUNK! Where can you get good information from reputable insurance experts that offer Proven Life Insurance Selling Systems For Agents?

Several years ago we wrote a blog titled… Most Life Insurance Selling Systems Are Worthless! Then a few days later David H. Kinder, RFC®, ChFC®, CLU® ​wrote the following comments about that blog! While we have posted it before, it is information you need to know today about the life insurance selling systems for agents… if you want to be successful! 


David H. Kinder, RFC®, ChFC®, CLU® Comments…

“I love and hate those agent life insurance selling systems. I love them because they keep my competition busy LOOKING for “the right people” to use their selling system with, while I help more people! ????

What you did not mention about your competing life insurance selling systems are the system costs, the time and cost to learn, and the time it takes to use them.

I was in a “mutual” agency 11 years ago that was considered a “LEAP agency”. I had heard of the LEAP (life insurance) selling system before I joined that agency and was intrigued because of the success I had heard of.

However, the LEAP (life insurance) selling system is $3,000 a year! Plus, we had a “National LEAP trainer” come out three different times (at an agent cost of $600 each) to teach us how to use it. And because of the interface, it can easily confuse prospective clients. (I consider it a “fancy light show”.)

Plus, probably because of abuses of the past, each agent had to get “approval” from their general agent to use the LEAP (life insurance) Selling System in the first place. I think they only allow it now for agents who have 3+ years of experience.

The Big Problem With The LEAP (Life Insurance) Selling System 

The LEAP (life insurance) Selling System taught a 6-meeting approach with clients:

  1. “Personal Finance & Wealth Building” + PS&G Model intro
  2. Fact-Find to gather data for the system
  3. Protection Module
  4. Savings Module
  5. Growth Module
  6. “External Design” to coordinate everything together

All of these meetings and costs really mean that you should be working with affluent and high-net-worth prospects to make this entire process worthwhile. I’m in California… and if I was locked into using that LEAP (life insurance) selling system, I’d be looking for people who had a household income of $250,000 and/or assets of $1 million+ to justify that process. Obviously, that would severely limit the number of people I could work with… but my insistence on using that “LEAP (life insurance) selling system” would be at fault, rather than adjusting my methods.

It just won’t work for Middle-Income Families in a profitable manner (unless you can charge fees for each session, which the agency wouldn’t let you do because LEAP was considered “insurance selling” not investment advice falling under their Corporate RIA approved methods and tools). Considering the time and expertise, I’d probably charge $500 – $1,000 per session. (One independent RIA I know of charges between $300 – $10,000 fees for similar work.)

The issues may be easier and/or cheaper with Circle of Wealth and Guardian’s Living Balance Sheet… But it’s still expensive and not really profitable to use with middle-income families because of all the time involved for each case and the time to learn the (life insurance) selling system.

Your Life Insurance Selling System for Agents and Advisors!

With your (Found Money Management) agent (life insurance) selling system and training methods, I can do it ALL in 1-2 meetings. I don’t need much computerization because *I* am the consultant, not “the model” or “the system”. And I can get immediate feedback and response as I show various concepts. And because it’s simpler and quicker, I can bring these concepts to nearly anyone and everyone!

Communication is far better flowing and I can understand people far better… than trying to use a (life insurance) selling system to “fit a square peg in a round hole”… which is what I often think of these “prospect convincing systems”.

Prospecting is FAR easier when you know that you can work with many more people by your skills… rather than trying to fit people into a complicated life insurance selling system. One guy I know of, says he’d only work with people who have a bachelor’s degree, to help ensure that he can work with people who can understand him. (Funny, I thought our job was to “Seek first to understand… then to be understood.”)

“10x” is a concept that is going around… by both Strategic Coach and Grant Cardone. I don’t think it’s possible to “10x” your production without either a.) going “up-market” with a “sophisticated process” … or b.) simplifying your processes to work with more people.

Your training, (Trusted Advisor Success Program) life insurance selling systems, and methods simplify everything. And I recommend it to all agents who are looking to get a better foothold on their careers.”

David, Thank You For Your Review and Comments About Our Life Insurance Selling System For Agents And Advisors – And LEAP!

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