IPS Success Tip... Personal Branding For Insurance Agents And Financial Advisors!

Stop The Insurance Product Brochures And Start Personal Branding (For Insurance Agents And Financial Advisors)!

09/16/2021… When I first started in this business. I always made it a point to leave an insurance product brochure with my clients. Although this is generally a good idea, I left nothing about myself or who I was. Where I was from or why they should trust me. All I left about me was a little business card that didn’t even have my picture on it… just my name, address, and title (No Personal Branding As An Insurance Agent Or Financial Advisor)!

One day, when visiting a client’s home, the couple was talking about another guy they had met with. They talked about how he had left all this stuff, (insurance product brochures, etc). And how they just read a few lines and got so confused that they just threw it all away.

A little light came on for me. Could it be why I rarely received a callback? Was it because all I was doing was leaving pretty product brochures… full of insurance industry jargon? Did I really believe my potential clients would read it all and just say; “Wow? That makes perfect sense. Let’s call Dennis?”

My Personal Branding For Insurance Agents And Financial Advisors!

I did not have much extra money to buy a bunch of high-end personal branding materials. But fortunately, it was around school shopping time. So I made a trip to the office supply store. I found some very nice colored folders for 10 cents apiece, and they even held my business card. Then I typed up a short bio about myself, who I was, where I was from, and why they should do business with me. And I put it all on a bright yellow sheet of paper. I then cropped a picture of myself wearing a tuxedo from a wedding I had attended. The picture quality looked about as good as a picture from 1902. I put everything all together with a few more marketing pieces… all with my company logo, address, phone number, and that crazy picture.

At most, I had 97 cents in each set. And I immediately started handing them out to potential clients. I also included product literature explaining whatever product I had talked about as well. Just in case they actually wanted to read it. My sales skyrocketed! I more than tripled my business virtually overnight.

We Help Our Insurance Agents And Financial Advisors With Personal Branding!

I still see this problem with some agents today. Over and over they gather up a boatload of product brochures to hand out to clients. While they continue to see little or no business for their effort. I can tell you that since my revelation, my agency has everything personally branded. We personally brand all of our company folders, brochures, newsletters, fact finds, and much, much more. Practically anything a client could receive from our insurance agency and agent includes our company story (personal brand). Plus, what we have done to help our clients.

Today we encourage our agents across the county to do the same thing. And we offer them the personal branding tools to do it. It is one of the most important things you can do to promote yourself and your practice. If you are just starting, don’t worry. You don’t have to break the bank to make sure people know who you are and how you can help.

Dennis Postema 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 SystemsBy the way, I have been working with the Insurance Pro Shop since 2006. And we have used every one of their products since then. (For my agents and myself) Do you want a chance to increase your income and become the successful agent that you want to be? Then you have to be learning from the best. I truly believe Lew Nason and Jeremy Nason and their team have the tools and resources to help mold successful agents. If you are not learning from Lew, then you are not learning from the best!

Dennis M. Postema, RFC, is the President/CEO of Postema Marketing Group, LLC, and the author of ‘Retirement You Can’t Outlive’, an educational book to help seniors and boomers protect themselves from running out of money in their retirement years.


How To Create a Bio Sheet – Personal Branding For Insurance Agents And Financial Advisors!

One of the very best and simplest Personal Branding Tips is to create a ‘Bio Sheet‘ with a professional photo! Then share both your professional resume, as well personal information. What makes you unique? Then identify the problems you solve for your clients. Your bio sheet should highlight how you help people and why prospects should work with you. The Secret is to let people know how you help people NOT about the products you sell!  Sample Bio Sheet


Best Personal Branding Tools For Insurance Agents And Financial Advisors!

The best personal branding tool for agents to use is one of our Personalized Information Booklets as your company brochure. Because we put all of your info on the front and back covers. We also include a page in the booklet about you and how you help people!

Personal Branding Tools For Insurance Agents And Financial Advisors!


When Will You Learn The Best Personal Branding For Insurance Agents and Financial Advisors?

Trusted Advisor Success Program™

Trusted Advisor Success ProgramOur 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 that has been training agents and financial advisors for over 40 years how to personally brand their insurance services… So they earn $250k or more per year selling life insurance!

First, we will show you how to personally brand your agent services to find your best life insurance and annuity leads/prospects. So you will set great sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems.

We will also show you how you can help your clients and prospects to find the money so that they can take action right now! Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 sales. So that you will earn $250K, or more this year selling life insurance and annuities like the legends.

It is the best life insurance marketing, personal branding, and sales system and training for insurance agents and financial advisors!

When Will You Get The Best Agent Marketing Tips, Tools, Training, and Personal Branding for Insurance Agents and Financial Advisors?

Inside our Trusted Advisor Success Program, you will find all the best marketing plans, personal branding strategies, and ideas laid out for insurance agents and financial advisors! 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 personal branding message’ to everyone is all about how you help middle-income families to find the money to Live Debt Free and Truly Wealthy!

You will also get the best insurance marketing, personal branding, and sales training for agents and financial advisers to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program. Now you can help average people – not just the wealthy!

When Will You Learn The Best Personal Branding For Insurance Agents and Financial Advisors?


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families?

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 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. Learn The Best Personal Branding For Insurance Agents and Financial Advisors!

Insurance Agent Branding – A Classic Marketing Strategy!

Easiest, Best, And Least Expensive Insurance Marketing For Agents

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 - Personal Branding For Insurance Agents And Financial Advisors!