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Successful Sales Career Selling Life Insurance – Backend Sales!

03/16/2021 – Unfortunately, if you are like 95% of the agent and advisors out there, you are leaving a lot of money on the table. You are missing one of the easiest and most profitable ways for you to have a very successful sales career selling life insurance – Backend Sales! But, do not feel too bad, because 95% of all the agents and businesses out there miss this one too!

Consider, if someone has already done some business with you, then haven’t they already shown they have some trust in you? Aren’t they in effect saying that you have some credibility with them? Have you just overcome two of the primary obstacles to you closing a sale? Does that give you a huge advantage over your competition?

Why aren’t you using this huge advantage?

Who would you prefer to do business with, a stranger, or someone that you have already done business with?

Are your clients any different than you are?

The real future of your successful sales career selling life insurance lies in you working with your clients to generate ‘Backend Sales!’ 

What Can You Offer As A Backend Insurance Sale?

If you think about it, no matter what you are selling, there is always an associated product that you could offer to your clients.

If you sold them homeowners insurance… Then you could offer them… auto insurance… liability insurance… mortgage insurance… business insurance… and the list goes on and on!

If you sold them health insurance… Then you could offer them disability insurance… LTC insurance…  etc.!

If you sold them an investment or advice… Then you could help your clients with transferring wealth… Roth IRA conversions… tax reduction strategies… and more!

If you are selling Medicare supplements… Then you could offer your clients a final expense policy, brokered CDs, annuities, etc.!

Are a lot of your clients buying these products from your competition? Shouldn’t they be getting them from you?

Remember, you have already built your credibility and trust with them. So, if you do it right, then it should be a lot easier (and cost you a lot less) to get a sales appointment with them.

Do you want to have a very successful sales career selling life insurance? Then it is time for you to work on getting more backend insurance sales from your clients!

How To Get The Sales Appointment For Backend Insurance Sales…

Now, I am not saying for you to send all of your clients a letter or brochure offering them a laundry list of products and services to choose from. Just in hopes that they will call you. They won’t call you!

What I am saying is that you should choose one of the associated products (services) that you offer. And then call each of your clients to see if they have an interest.

To get the sales appointment you could say something like this…

Hi Mrs. Smith, this is Lew Nason from Retirement Resource Management. I am the one who helped you find your Medicare Supplement Policy last year. How are you today? (wait for a response and then you answer) Great!

The reason I’m calling is twofold. First, I’d like to ask how you feel about your Medicare supplement policy. (wait for a response and then answer)

Any problems? (wait for a response and then answer)

Any questions? (wait for a response and then answer)

Is there anything I can do to help you? (wait for a response and then answer)

The second reason I’m calling is I’m surveying all my clients who have money invested in CDs and I’d like to ask you a few questions if that’s Ok. (wait for a response and then answer)

Do you currently have money invested in CDs? (wait for a response and then answer)

How are they doing for you? (wait for a response and then answer)

How do you feel about that? (wait for a response and then answer)

Is that causing you a problem? (wait for a response and then answer)

What would you like to see happen? (wait for a response and then answer)

If I could show you how to get a better return, with the same safety and guarantees as to your CD… then would it be worth sitting down and talking about it?

Make Your Successful life Insurance Sales Career A Lot Easier – Get Referrals!

The more that you help people get what they need, then the more trust and confidence they will place in you. By making more Backend Insurance Sales with your clients, you will be building a stronger, long-term relationship. As that relationship builds, they will feel better and better about you. And then they will tell all their friends and family about you!

Backend Sales Will Build Your Insurance Renewal Commissions!

Property and Casualty agencies have found that their client retention increases dramatically with multiple sales in the household. The more business (backend insurance sales) you have in the home, then the fewer lapses or cancellations you will have each year. This means you will have fewer chargebacks and more annual renewal commissions. That is a lot more money in your pocket… instead of your competition’s pocket!

Remember, people are not really your clients until they buy from you two or more times.

Do you want to build your successful sales career selling life insurance for the long term? Then start right now to go after the real money in the Backend Insurance Sales!


You Don’t Have To Go It Alone!
We Have All The Systems, Tools, and Coaching You Need To Sell Your Best Prospects… So You Will Have A Very Successful Career In life Insurance Sales!

As a member of our private site (for only $29.95 per month), you will have immediate access to our massive video library (200+ hours) of training that every insurance agent or financial advisor should know to help families! You will also have access to our massive database of training articles, tools, sales letters, scripts, power points, and more!

And then the best part is you will even get live training! Because each month we have 3 live webinar classes where you can ask questions and get help… Group CoachingCase Designs, & Sales Concepts Training. All 3 classes are FREE to the members of the Insurance Marketing and Sales Resource Center. We record each class, so you will have access to all of our past classes!


When will decide to get the best marketing and sales training for a successful career selling life insurance?

Do you want to make more Backend Insurance sales?

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Trusted Advisor Success ProgramOur Trusted Advisor Success Program is about you helping middle-income families to find the money to Live Debt Free And Truly Wealthy! So you will help families to get all the life insurance they need to protect their families. While they save for a tax-free income, save for college, create a family bank, etc. (Using cash value life insurance!)

Check out our Trusted Advisor Success Program! Because you will get 90 days of personal insurance training, coaching, and mentoring… with back-office sales support! All from a team that has helped agents and advisors to succeed for over 40 years! First, we will show you how to find and attract your best life insurance leads/prospects. So you set great sales appointments. Then we will show you how to do a complete client fact-find to help families to identify and want to solve their financial problems. We will also show you how you can help families find the money! So that they can take action right now! Next, we will show you the best ways for you to present your ideas. So you will have a successful sales career selling life insurance and annuities like the legends!

Discover The Best Life Insurance Marketing Strategies!

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. So you can find and set your best life insurance sales appointments with qualified prospects! Because your ‘special message’ to everyone will be all about how you help middle-income families to find the money to spend, save, invest, insure and plan wisely for the future! So they can Live Debt Free and Truly Wealthy!

You will also learn how to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, etc… All combined into Our Superior Found Money Management Strategy designed to help average people, not just the wealthy!


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families For A Successful Sales Career 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 How Sell Life Insurance To Have A Successful Sales Career To Make It Change!

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Recommended By The Members Of The IARFC -Successful Sales Career Selling Life Insurance - Backend Sales!