Life Awareness Month….Needs Analysis Revisited

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Happy Friday and in Recognition of September Life Insurance Awareness Month, I thought it would be a good time to revisit a previous post I did “Life Insurance Needs Analysis” You can access it here: https://agencyelevated.com/how-to-do-a-simple-life-needs-analysis-check-out-the-video/ The Key Concept of this Simple Life Needs Analysis is this: D.                   I.          …

Life Insurance For Children…Is It Necessary?

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The topic of today’s Daily Message is asked many times in Insurance Agencies and in the marketplace in general.  Yet, I cannot answer this question for you today from the perspective of an Insurance Agency Coach because of course I would be biased in that response.  Although, I am going to pose this question and answer from the perspective of …

You Are Uniquely Special….Do Your Prospects/Clients Know That?

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As you and I began another work week I wanted to share a simple concept that you are probably failing to recognize.   Each and everyone of us has something special inside of us.  Something you know.  Something you do.  Something you can teach.  You are already an expert. I share this concept for myself and to you from my inspiration …

Lemonade…Hippo…General…What Are These, And Should You Be Worried?

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I spent the entire day today decluttering my house and freeing up space for CLARITY.  Too many things does not always lead to happiness, in fact many times all of that STUFF  can lead to overwhelm and complexity.  Yet, that is not my message for you today. As I listened to Pandora radio today while working on cleaning and organizing, …

Life Insurance Power Phrases (Focus For Life Insurance Agents)

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Today, my focused messaged is to give you some insights and power phrases you can utilize in your Insurance Agency to pivot and start conversations around Life Insurance. You can be remembered by your family as that wonderful man who left them financially secure or you can leave them nothing.  I guarantee that if you do either, they will never …

Blockbuster, Circuit City, Toys R Us, Borders Book Store…..ARE YOU NEXT?

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I hope that the title of this Daily Message caught your attention.  FOUR MAJOR BUSINESS….THAT ARE GONE!   Our Industry is not exempt from the ever-changing dynamics of a Global Technology driven marketplace and the ease of information and resources made available by technological advances occurring every minute of every single day.  Google only recently suspended (not cancelled) their endeavours into the …

Are You Uncompetitive??…..Know Your Facts, You May Be Surprised!

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Happy Monday to all who are reading today’s message.  As I prepare to start this week, I wanted to share something with you that was shared with me today around my business that I believe you may find valuable. How often do you find yourself saying this, “My Company is too expensive or I am uncompetitive.”  As a person that works …

The Power of The Cross-Sell….Debunking The Myths!

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Would you like Fries with that?  Do you want the large for only $0.50 more?  Would you like your Tires Rotated as well for only $25 additional? These are just a few of the “Cross-Sell” sales attempts you hear from day to day, but why?  Very simply the answer is, “It is easier to sell a customer multiple products than …

The Client Review…Your #1 KEY to Long Term Success (Part 2 of 2)

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STOP!! If you missed Part 1, go back and read that post first. In that post I discussed the value of the Client Review, what the review should be based on (NOT A SALES CALL), and even shared a sample script to schedule the Client Review. Today, in Part 2 we will discuss the actual Client Review process.  Before I …

The Client Review….Your #1 KEY to Long Term Success (Part 1 of 2)

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As I continue to develop this Daily Blog page and gather information from my Subscribers, a common thread has been coming through recently, “How To Do A Client Review” Let me first say, I will be making this a Video based training in the next couple weeks…SO KEEP YOUR EYES OUT FOR THAT.  At the same time I did not …