Why And How To Ask And Get Insurance Referrals From Clients!
Dear Friends, One of the things we do not talk enough about is how and why to ask, so you get insurance referrals from your clients. Do you want to make your prospecting easier… And spend less money finding insurance leads? Do you want to spend less time calling prospects… And make it easier to set an appointment. Do you want more and better appointments… Do you want to make it easier to close more and larger sales? Then you will want to work on getting more insurance referrals from your clients and everyone you know. If you ask the leading agent where they get their best insurance leads/prospects they will all tell you referrals from their clients.

Let’s start from the very beginning by considering who will give you an insurance referral and why. Do you want more referrals from your insurance clients and everyone you know?
Your best insurance referrals will generally come from the people you know, your satisfied clients, the organizations you belong to, and the business owners with whom you form a strategic alliance. These people are NOT concerned about helping you to promote your business. Generally, these people give you an insurance client referral because they want to help their friends or customers solve a problem. Your objective, if you want to get more insurance referrals, is to demonstrate to your clients and potential referrers that your business will perform in the best interests of the insurance referral.
Instead of thinking up ways to convince people to refer their friends, family, and customers to you… Concentrate on making yourself referable. You must earn the right to receive an insurance referral from your clients and everyone you know. And, that’s about creating a business that uniquely and reliably delivers results that people need and want.
10 Ways To Consistently Get Free Insurance Client Referrals Even Without Asking.
How To Get Insurance Client Referrals 1. Offer a service that solves a specific immediate problem (s) for the people in your market. Concentrate on becoming known as the specialist (expert) in your market. Convey that message in everything you do, with your tagline, unique selling proposition, elevator speech, and even your business name to get insurance referrals.
“Nothing influences people more than a recommendation from a trusted friend.” Mark Zuckerburg
How To Get Insurance Client Referrals 2. Help potential referrers to completely understand your market position… So they will be aware of the very specific problems that you solve for people. Even prospects who decide not to buy will give you a referral to people who have insurance needs that fit your company’s offerings.
“Insurance Referrals aren’t given easily. If you don’t take the time to establish credibility, you’re not going to get the referral. People have to get to know you. They have to feel comfortable with who you are and what you do.” Ivan Misner
How To Get Insurance Client Referrals 3. Build relationships with businesses and organizations who frequently have contact with your targeted insurance audience and will make referrals. Remember, networking for insurance referrals is not just about meeting your needs. Your goal is not just to get insurance referrals. It is to build relationships, so others will want to give you names and the contact information of people (referrals) who could use your insurance products or services. Make your insurance referrals a two-way street. When you receive insurance referrals from other people, you need to give back in return. So that the insurance referrals keep coming. By helping others get what they need, you will be helping yourself in the long run.
“In sales, a referral is the key to the door of resistance.” Robert Foster Bennett
How To Get Insurance Client Referrals 4. Be easy to find and contact. Do the obvious: have business cards handy for clients, run a search-engine-friendly website, and engage in social media. List contact information prominently. Make it simple and fast for clients to get in touch with your insurance business so they can give you referrals.
“The purpose of business is to create a customer – who creates customers.” Shiv Singh
How To Get Insurance Client Referrals 5. Interact with your clients consistently. Let your clients know what to expect and then meet and exceed those expectations. Instill professionalism and kindness in your employees, so that they will display these characteristics in their communications with customers. Why would your insurance client give you a referral if they never hear from you?
“All things being equal, people will do business with, and refer business to, those people they know, like, and trust.” Bob Burg
How To Get Insurance Client Referrals 6. Pay attention to each client’s needs. Delivering a great product or superior service is important. However assessing needs, giving sound advice, and selling the right insurance product or service is critical to getting referrals.
“The secret to marketing success is no secret: Word of mouth is all that matters.” Seth Godin
How To Get Insurance Client Referrals 7. Be an approachable expert. Stay on top of industry trends. But spend just as much effort talking with people, learning about their needs, and gaining new insights from others. Your knowledge will grow exponentially and you’ll continue to refine and expand your insurance business and get referrals in a way that matches demand, even in changing conditions and times.
“Do what you do so well, that people can’t resist telling others about you.” Walt Disney
How To Get Insurance Client Referrals 8. Cultivate centers of influence. The people who are well-known and respected in your community. Spend time with each individual to learn more about them. Make them the center of the conversation rather than focusing on what you want… and you will get insurance referrals.
“A brand is no longer what we tell the consumer it is – it is what the consumer tell each other it is.” Scott Cook
How To Get Insurance Client Referrals 9. You want the referred prospect to be so impressed with the treatment you give them that they can’t wait to tell their referrer about it. The better you can make the experience for the insurance referral… the more likely he is to thank the referrer for referring them to you. And, because people love to be appreciated, the more likely the referrer is to give you more insurance referrals.
“If you build a great experience, customers tell each other about that. Word of mouth is very powerful.” Jeff Bezos
How To Get Insurance Client Referrals 10. Thank everyone who attempts to make insurance referrals (not just the ones who produce them)! Let them know how much their referral means to the success of your insurance business. Showing sincere gratitude will encourage referrers to keep spreading the word about you and your insurance services.
“No man can get rich himself unless he enriches others.” – Earl Nightingale
Do You Want An Insurance Marketing And Sales System That Makes It Easy To Ask For And Get Referrals From Clients?
The more you learn to help others, the more people will talk about you to the people they know – the more insurance client referrals you will get. So stop just pushing your products. Get a system that is all about helping others to solve their problem! It is how you guarantee your success in selling insurance! It is how and why you will get lots of insurance referrals from your clients.
We are full-time annuity and life insurance marketing – and sales trainers and coaches – NOT Recruiters!
Our goal is to help you make a real difference in people’s lives – instead of just making a sale! So you will always find and attract your best life insurance leads and get client referrals. This will make it much easier for you to set the best life insurance sales appointments. And you will close more and larger life insurance sales to earn $250k or more per year and qualify for MDRT!
Helping others is one of the most rewarding things a person can do. When we help others, we not only make their lives better, but we also make our own lives better.
“In my 41 years in the insurance and investment business, I have never come across programs to help agents produce and grow their business like the programs constructed and engineered by Lew Nason and his family. I feel like a hired the best marketing department I could possibly get. Thanks for your great and ongoing achievements that benefit the producer, the man or women in the arena. Your material is first rate and reveals a mastery of our business that is rarely seen.” Raymond Naclerio – FL (41 years in the business)
“If you’re serious about becoming a valued and trusted advisor, don’t leave your training to chance. Take advantage of what Lew, Jeremy and Alex have to offer by attending a two-day session training workshop. These workshops give you the opportunity to ask questions and learn first-hand from these experts of advisor training. The classes are small, in an extremely relaxed atmosphere where you can learn and enjoy learning. It’s well worth the small investment because, believe me, it will change your life.” John Dandridge, IL (11 years in the business)

What Should You Do Today To Have More Sales Success Selling Life Insurance And Annuities?
We are here and want to help you to be a sales success in selling life insurance and annuities. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
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 Families! So You Sell Life Insurance And Annuities Like The Legends!
Our Trusted Advisor Success Program™ (Life insurance marketing and sales success training system)! This is about you learning to specialize in helping middle-income families find the money to “Live Debt-Free And Truly Wealthy!” It is about you helping middle-income families 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 cash value life insurance and annuities!)
Check out our Trusted Advisor Success Program™! Because you will get 90 days of personal life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches who have trained agents and advisors for over 40 years to specialize in helping middle-income families find the money! So you will earn $250k or more per year selling life insurance! Just like the Industry Legends Ben Feldman, Tom Wolf, John Savage, Van Mueller, Earl Nightingale, and Medhi Fakharzadeh!
You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects (client referrals). So you will set great sales appointments.
Then you will get the best insurance agent sales training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so they can buy life insurance right now!
Then you will get the best agent sales training to learn the best ways to present your solutions to your clients and prospects… To close 9 out of 10 life insurance sales. So you will earn $250K, or more this year selling life insurance and annuities like the Legends. And so you will receive a lot more insurance referrals from your clients.
It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and advisors to learn how to help middle-income families! It is how you will build a client referral-based insurance business.
When Will You Get The Best Life Insurance Marketing, Agent Success Training, Coaching, and Support You Need Specialize… To Find and Attract Your Best Life Insurance Prospects And Get Client Referrals?
Inside our Trusted Advisor Success Program™, you will find all the best life insurance marketing plans, sales strategies, client referral programs, and ideas laid out for you! 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 tools, scripts, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and close more sales! Because your ‘specialized marketing message’ to everyone will be about how you help middle-income families find the money to “Live Debt-Free and Truly Wealthy!”
INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support! It is everything you need to find the money 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 middle-income families – not just the wealthy! So you will earn $250k or more per year selling life insurance!
Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales training and client referral system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
When will you get the training you need to help others? So you will get a lot more insurance referrals from clients?
IPS Mini-University In Insurance Marketing And Sales

*** Not Sure Where To Start… Why And How To Ask And Get Insurance Referrals From Clients! ***
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)
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (Insurance Marketing and Sales Resource Center) I have watched the videos several times so far. Please continue to add great videos like those to the Private Member site. Best, Ric” Ric Komarek, RFC® – CA (7 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 Your Life – To Succeed In Selling Insurance!
Stop putting it off! When you can get the insurance marketing systems, sales training, and agent support you need to succeed in insurance sales!
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 and annuity sales? Then make sure that your name and special insurance marketing message about 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 closing more repeat life insurance and annuity sales and getting 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 Life Insurance Marketing And Sales Systems, Training, and Support To Get A Lot Of Insurance Referrals From Your Clients?
Principles To Increase Your Insurance Sales… From Legend Ben Feldman
Help Your Clients To Want To Save Money For A Tax-free Retirement Using Life Insurance!
The Key to Success in Insurance Sales!



“In my 41 years in the insurance and investment business, I have never come across programs to help agents produce and grow their business like the programs constructed and engineered by Lew Nason and his family. I feel like a hired the best marketing department I could possibly get. Thanks for your great and ongoing achievements that benefit the producer, the man or women in the arena. Your material is first rate and reveals a mastery of our business that is rarely seen.” 
“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.
“Just wanted to drop you a quick note about your
“Will, thank you so much for adding the Trusted Advisor videos to the Private Member site. (



