4 Steps To Setting More Insurance Sales Appointments
Dear Friends, Most agents are working too hard to set sales appointments to sell more insurance. Because they are trying to set insurance sales appointments with people who have never heard of them. Most agents and advisors are calling strangers. Setting insurance sales appointments and selling insurance is much easier when you decide to work with people who know, like, and trust you! And when you decide to specialize in helping families!
Easiest Way To Set More Sales Appointments, To Sell More Insurance… Help Families!
Do you want the easiest way to set more and better insurance sales appointments to sell more insurance? Then tell the people who already know, like, and trust you… about what you are doing to help families! The easiest way and first step is to send families a heartfelt letter. The letter explains how you are helping families find the money to get out of debt and save for a secure future for their family. The letter does not ask them to do anything. You must show them you are there if they need your help or advice. Send the heartfelt letter to 5-10 people a week.
Focus first on the relationships you have… and you will make it easier to set more effective sales appointments and ultimately sell more insurance.
The second step is to call them a week later and ask if they have any questions or concerns. Listen to them!!! Then ask them questions about what they want for their future. If you ask enough of the right questions, then people will want to set an insurance sales appointment with you now.
“People Don’t Care How Much You Know… Until They Know How Much You Care!”
The third step is to send those people your monthly client newsletter. The newsletter helps families understand the problems they are facing. And shows you understand their concerns. You care and are there to help their family. In the client newsletter, you want to offer them your free booklet or report on how you are helping families! The more they know you care about them and want to help their family… the easier it is to set an insurance sales appointment and sell more insurance!
“Successful people are always looking for opportunities to help others. Unsuccessful people are always asking, ‘What’s in it for me?’.” Brian Tracy
The fourth step is to invite the rest of the people, who did not set an insurance sales appointment, to your free educational workshop. Your workshop is not about educating them on your products or services. It is about educating them on the financial problems that they are facing. The more they understand the problems they are facing, the more they will want to set an insurance sales appointment with you. You will want to get 5-10 couples to attend your educational workshop. Most agents are setting insurance sales appointments with almost every attendee. And they are closing a $3,000 or more insurance commission sale from almost every sales appointment they set.
One of the best parts of this 4 step process and helping families is you will get a lot more referrals. People will also talk about you and your educational workshop! It is how you will easily set more insurance sales appointments and sell more insurance!
The more you get your name out there to help families get to know, like, and trust you – the easier it will be to set great sales appointments and sell insurance.
You will also want to use this 4 step process to help your neighbors, church members, association members, and more to get to know, like, and trust you.
This 4 step process is a lot easier than buying and calling hundreds of insurance leads to set an insurance sales appointment. It is also less expensive… and you will be setting almost all of your insurance sales appointments in your local area!
What Agents Say About Using Educational Workshops To Set More Insurance Sales Appointments And Sell More Insurance!
“My business is exploding! I wished I followed the IPS stuff sooner. What’s amazing to me is that I was making this way too hard. I’ve taught 3 library classes so far this week and have a 4th class on Saturday. I’ve been getting about 10-15 (5-6 couples and a few singles) attendees per class and everyone is booking appointments with me. To rephrase that….after the class they are asking me for the appointment.” Raymond J. Kozicki, – IL (12 years in the business)
“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! Although the additional income is nice, without a doubt, the best part of your whole system is the simplicity in helping clients. I finally feel that I am offering clients more than just retirement planning. I know that my clients will be better off after meeting with me than they were before.
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. I look forward to many years of working with the two of you! Thanks Again!” Bryan Schurter, RFC, CA (4 years in business)
“Last year between October and December things were looking pretty bleak. I was running a little scared due to the horrible economic news. It seemed as though people were not doing anything and my business was feeling it. I even decided to scale back my operation. However, thanks to Lew’s and Jeremy’s coaching and support I was able to hang-in-there, and this year seems like it will be one of my best ever. Even during this economic downturn, I never stopped sending out my newsletters, or doing my workshops. In fact, I’ve even uncovered several free speaking engagements and I am starting to profit from those.
I have stopped doing expensive dinner seminars and now I am doing much cheaper workshops at the local Library. The last one I did, I literally had to turn people away because I had more people sign up than I could fit in the room. Not only that, but many of the people who were too scared to do anything last year called me back this year and told me they were ready. In the ten years I spent in this business before I started working with you, I can’t remember anyone ever calling me back and telling me they were ready to move forward. Now, it happens all the time.” Antonio Filippone, RFC, FMM – IL (16 years in the business)
“I just did my first seminar using the Found Money Management™ presentation. I did it at my public library where everything was done for free (event mailers, press releases, and in-library advertisements). Most of the people were in awe. 90% of the people submitted the evaluations sheets (with all of their contact info) and most of them liked the presentation. I never thought I would be doing seminar selling. For the past few years, I was nervous just thinking about it and just did direct mailers and cold calls. After doing this 1 event, I feel like doing seminars every week now.” Charles Amith, RFC – CA
“We are doing for Middle America what no one else is doing. It’s a win-win situation. You can feel good about that. Nine out of ten attendees ask for appointments. Nine out of ten that we see become clients. Average life premium is around $500 per month. Instead of being a “Termite” we are now seeing people actually ask how much they can put into cash value life insurance (I prefer Equity Indexed Life! I just closed a $950.00 per month premium today.) This (Found Money Management™ ) seminar and planning package has taken our practice to a new level!” Doug Moore – GA (20+ years in business)
Determine Your Success Selling Insurance!
Let’s keep this simple. Most agents (90%) struggle to earn a decent net income after expenses. They take the easy way and follow what the herd does – buying insurance leads, buying the next hot sales system, software, etc. They are spending thousands of dollars each year.
However, the top 10% of successful agents do not buy leads, do not buy the next hot sales system, software, etc. Instead, they invest in the training and coaching they need to take charge and grow their insurance agency. They invest in the training, coaching, and support they need to help people and make a difference. Accordingly, they stand out from the crowd. They are seen as experts and draw prospects to their insurance agency.
Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!
Get The Best Insurance Agent Training, Coaching, And Support To Sell Like The Legends.
We have trained, coached, and supported insurance agents and financial advisors for over 40 years. We are passing on the marketing and sales success strategies we have learned from working with and studying the foremost industry Legends… Ben Feldman, Tom Wolf, John Savage, Van Mueller, Medhi Fakharzadeh, and many others.
IPS Mini-University In Insurance Marketing And Sales
*** What Is The Most Affordable Way… To Learn The Steps To Setting More Insurance Sales Appointments ***
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
Become an IPS Member today to check out the most affordable and effective insurance agent – marketing ideas and sales training – with live coaching!
In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
Over the past 20-plus years, our family has helped thousands of agents and advisors increase their sales in a few weeks to earn $3,000 – $7,000 per week, $150,000, and more annually! By becoming members of our Insurance Marketing and Sales Resource Center. It is only $39.95 per month and you can cancel anytime. Check it out, because it has detailed insurance marketing strategies to attract the best prospects in your area, with many hours of agent video training. It also has in-depth appointment setting and insurance sales training, with even more agent video training… including the sales appointment scripts, fact-finding questions, and more. We also have live weekly insurance agent training webinars.
We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
Here Is What Our Members And Experts Say About Our Affordable Insurance Agent Training!
“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
Insurance Marketing and Sales Resource Center™
Only $39.95 per month for the life of your membership – immediate online access!
What Are You Waiting For – Get Our Affordable Online Live Weekly Group Training And Coaching Webinars For Insurance Agents and Financial Advisors!
Are you a seasoned financial advisor, a new insurance agent, or a P&C agent? You need training and coaching to learn these critical and fundamental insurance marketing, exclusive leads, and sales strategies right now! They are not an option if you want to be a Trusted Advisor and be ultra-successful in insurance sales.
This training is how you will learn to send a “special marketing message” about how you help middle-income families Find The Money for a secure financial future! Following our program you will easily attract exclusive insurance leads/prospects in your community! NO more leads to buy! No more traveling all over your county and state. Save time and thousands of dollars each year!
Then learn how to ask the right questions to set appointments with almost everyone you call. You will set more and your best insurance sales appointments! Because they are better quality, you will also need fewer insurance sales appointments, and they will all be in your local area! Save time and thousands of dollars each year!
Then learn how to help middle-income families Find The Money to close more and larger sales! The average insurance commission per sale when you help middle-income families Find The Money is $3,000 to $7,000 in commissions.
This is just the start of the life insurance marketing and sales agent training, courses, tools, strategies, and videos you will also get… When you decide to be an elite member of our IPS private life insurance marketing strategies and sales training website.
INCLUDES… 4 Live Hour Long Weekly Insurance Agent Coaching Webinars each month – Live Group Coaching – Case Design Classes – with Insurance Marketing, Prospecting, And Sales Training Tips and Strategies! You will have immediate access to all of our Past Live Insurance Agent Coaching Webinars!
There are many benefits to insurance agent sales training, coaching, and support! 80% of insurance agents who receive insurance marketing training, coaching, and sales support report increased self-confidence. The more confident you are in your ability to help middle-income families, then the more people will want your help.
Finding The Best Life Insurance Leads, Setting Insurance Appointments, And Closing More and Larger Sales Is Easy… When You Get The Best Agent Training And Live Agent Coaching From A Family Who Have Been Training Agents And Advisors For Over 40 Years!
Become An IPS Member today to check out our agent marketing and sales training life insurance programs! Find the best leads and sales appointments to help middle-income families!
30-Day ‘Risk-Free’ Trial, 100% Money Back Guarantee!
Note: We have agents from around the world who are members of our affordable, IPS Exclusive Members-Only Website… And use our life insurance and annuity marketing systems, sales systems, tools kit, and personal agent and advisor training program – Canada, the United Kingdom, Indonesia, India, and the Philippines!
When Will Take Control Of Attracting Your Best Insurance Prospects… So You Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to attract the best insurance prospects to succeed in insurance sales!
When Will You Decide To Help Middle-Income Families?
Do you want to set more sales appointments and sell more insurance? When will you get the training, coaching, and support to make it happen?
“One of the most beautiful compensations of life is that no man can sincerely try to help another without helping himself.” Ralph Waldo Emerson
Harness The Power of Found Money Management!
Do you want to work in an Untapped Market with the Best Life Insurance Prospects?
Do you want to know the secrets to finding and closing more IUL & Whole Life Sales in the next 30-60 days?
Do you want to learn how to Find The Money, So, you can generate premiums from $4K to $12K CONSISTENTLY per case?
Do you want to use all the HOT Sales Concepts like Wealth In Motion, Infinite Banking, Missed Fortune, Circle Of Wealth, and Tax-Free Retirement?
Then Claim Your Copy of:
'Advisor's Guide To Found Money Management™'
Trusted Advisor Success Program™
Revealed… The Only 90-day Insurance Agent Training, Coaching, And Sales Support Program To Learn How To Help People! Set More Sales Appointments And Sell More Life Insurance And Annuities Like The Legends!
Our Trusted Advisor Success Program™ Life insurance marketing and agent selling system! This is about you learning how to help middle-income families (people) find the money to “Live Debt-Free And Truly Wealthy!” It is about you learning to help families (people) find the money – to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, save for college, create a family bank, etc. (Using your cash-value life insurance and annuities!)
Using our life insurance marketing, exclusive (organic) leads, and sales program… You will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team of insurance coaches who have been training agents and advisors for over 40 years … to be Trusted Advisors just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, and Medhi Fakharzadeh! Helping families (people) find the money to secure their future. It is the best agent sales training to attract exclusive (organic) life insurance leads and set appointments. So you guarantee you will earn $250k or more per year… Selling IUL, whole life insurance, and annuities!
First, you will get the best agent marketing training… to find and attract your best life insurance sales leads/prospects. Then you will get our proven scripts and the right questions to ask your insurance prospects… to set great life insurance sales appointments.
Next, you will get the best insurance agent fact-finding training. You will learn to ask prospects the right questions. We will show you how to help families see and want to solve their money problems. We will also show you how to help families (people) find the money… So they can buy the life insurance they need right now!
Finally, you will learn the best sales presentations… So you close 9 out of 10 life insurance and annuity sales appointments you set.
Then you will learn how to help families (people) find the money to take immediate action! So you will earn $100K, $200K, or more per year selling life insurance like the Top Agents.
It is the best life insurance marketing, appointment setting, selling system, and training for agents and advisors. It is how you will learn to help people find the money to sell more and more life insurance today!
You Will Master The Best MARKETING To Set Your Best Life Insurance Sales Appointments!
In our program, you will find the best insurance marketing plans and strategies for setting more sales appointments and selling more life insurance! You will learn the best ways 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 sales tools, sales appointment scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and sell more life insurance! Because your ‘specialized marketing message’ to everyone is about how you help families (people) find the money to Live Debt-free and Truly Wealthy!
INCLUDES… The best life insurance marketing, agent sales training, coaching, and support! It is everything you need to Help People find the money to use and sell all the HOT Insurance Sales Concepts… Infinite Banking. Missed Fortune, Circle Of Wealth, Tax-Free Retirement, and more… Because they are all a part of our Trusted Advisor Success Program™. Now you can help every family (people) find the money to secure their future – not just the wealthy!
Includes Our Found Money Management™ Tool Kit – Life insurance marketing, appointment setting, and agent selling system,
With Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Appointment, Sales Training System And Videos,
With 90 days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
And Membership to our IPS Private Site at $29.95 per month after the first month!
When will you decide to invest in the best system to help families… So you make it easier to set insurance sales appointments and sell insurance?
IPS Personalized Client Newsletters – Free Personalization
Do you want a stream of your ideal insurance clients and exclusive leads? Do you want to make it easier for you to set appointments and close the most life insurance sales? Then make sure that your name and special insurance marketing message of how you are helping middle-income families is out there! So you are always in front of your ideal prospects.
Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you help middle-income families! And, then why would they refer people to you?
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
One of the recurring topics we write about each week… and talk about daily is asking your insurance prospects the right probing questions. And then ask your insurance prospects enough sales questions! That is because asking your prospects the right probing questions is one of, if not the biggest key to your success in selling insurance. Accordingly, agents have asked us for a complete list of probing sales questions to use with their insurance prospects! 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 probing questions you should ask your prospects to set appointments and close insurance ales. More Details! Immediate Download… Order Now!
A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Learn How To Help Families? So You Will Increase Your Sales And Income Selling Insurance!
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
We urge you to take the time to read our 20-chapter book… Middle American Family Guide To Living Debt-Free And Truly Wealthy! Because we give you complete strategies… To help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So you can help them “Live Debt-free and Truly Wealthy”! As a result, you will understand our philosophies and techniques by the end of the book. Finally, you will know how you can make a real difference… Helping your family, friends, clients, and neighbors to 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!
Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
When Will You Get The Best Life Insurance Marketing And Sales Systems, To Help People… So You Set More Sales Appointments And Sell More Insurance?
Simplest Way To Find Your Best Insurance Leads/Prospects – The Heartfelt Letter!
11 Of the Best Insurance Sales Skills & Strategies. Be the trusted advisor people want to see!
Turn $600 Commission Sales Into — $2,000 or More Insurance Commission Sales.
Best Insurance Sales Presentations For Clients To Close More And Larger Sales!
Are You Offering The Best Solution For Your Annuity And Insurance Clients?
