Slow Down…To Move Fast!

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Are you running your Insurance Agency at a pace that is unsustainable? Your Agency/Business for those of you that are Insurance Agents but also applies to anyone reading this message that does not currently own an Insurance Agency or Business is and will always be built on systems and routines. A good analogy to utilize today in grasping this concept …

Life Insurance Awareness Month….Appointment Setting Script CONTACT FOR DOWNLOADED VERSION

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In recognition for September being Life Insurance Awareness Month, I wanted to share a successful script we have utilized to schedule Family Protection Plan appointments (Life Insurance Appointments.   It can be utilized for those Agencies that have a Life Insurance Specialist in their office and/or for those Agencies where the Agency Owner is the Life Insurance Specialist. IF YOU LIKE …

The Best Life Insurance Policy….PERIOD!!

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Tonight I come to all of you with some exciting news, I have found the BEST Life Insurance Policy Available in the Market and I am 100% sure that each of your Carriers offers this product in their portfolio.  It is called the IFAD policy.  Have you sold this policy before or even heard about it? Most people in our Industry discuss …

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 …

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 …

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 …

Be Unique In Your Business

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A few days back I discussed the idea of your Unique Selling Proposition and the “Four Questions Your USP (Unique Selling Proposition) Can and Should Answer” Why should I listen to you? Why should I do business with you instead of anybody and everybody else? What can your product do for me that no other product can do? What can …

Are You The Fish Or Are You the Voyeur?

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An interesting phenomenon happening while I’m on vacation at a beach house.  We sit in the house and watch as people walk by staring at us inside this beach house on the sand.  It made me realize we are like the fish inside of a fish bowl with people staring at us as if we were in the bowl. This …