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How To Quickly Increase Your Life Insurance and Annuity Sales Appointments

If you have been in the life insurance and annuity business for any length of time, you’ve probably spent a lot of money buying prospect lists, sending out sales letters, postcards and /or running ads in the newspaper to generate qualified leads. Then you’ve followed up with those leads by calling them, sending them your newsletter, special reports, information booklets, product brochures, etc. And, for many of those leads nothing is happening. For whatever reason, these people still have not agreed to an appointment with you. Why?

Is it because they don’t know you and/or how they’ll benefit from seeing you?

How about if there was a non-threatening way for them to meet you, and see the type of work that you do?

One of the most overlooked, most affordable and most profitable ways to increase your Life Insurance and Annuity sales appointments and sales is to offer these leads an opportunity to attend a free educational workshop.

Consider:

  • Does anyone really want to meet face to face with a sales person?
  • Wouldn’t most people feel safer meeting a sales person in a group setting?
  • By attending a free educational workshop, doesn’t it give prospects a non- threatening way to check you out?
  • Isn’t it going to be easier to get people to come to an educational workshop, than to set an appointment first?
  • Once they attend an educational workshop, get to meet you and see the work you do, isn’t it going to be easier to set an appointment?

Now Consider:

  • Can’t the workshop be as small or large a group as you feel comfortable with?
  • Can’t the education workshop be held almost anywhere?
  • In most cases can’t you hold an education workshop for under $100, even with a meal?

The Critical Points To A Successful Free Educational Workshop Are:

  • The invitation, you must give them a good reason to attend. How will they benefit? How about: ‘Improving Your Current Cash Flow’, ‘Reducing Consumer Debt’, ‘Tax Saving Ideas For Businesses’ or ‘Paying Off your Mortgage 5 to 10 Years Early’?
  • You must have an educational presentation that is not sales oriented. You can’t talk about products or give a sales pitch.
  • During the workshop you must get your attendees emotionally involved. You must ask questions to get them to see how your information relates to their situation.
  • After the workshop you must be able to convert the attendees into qualified sales appointments. You never ask for an appointment, instead you give your attendees an opportunity to meet with you.

The agents who are using educational workshops and following our systems are:

  • Setting Appointments with 70% - 90% of the Workshop Attendees…
  • Closing 70% - 90% of Their Sales Appointments…
  • Earning $20,000, $30,000 or more per month…

If you would like an affordable, highly profitable way to increase your Life Insurance and Annuity sales, then I strongly urge you to start offering your prospects an educational workshop.

Yours in success,
Jeremy and Lew Nason
‘The Nine Out Of 10 Guys’


© 2009 Insurance Pro Shop - All rights reserved
Lew Nason, RFC, FMM, LUTC Graduate with his sons Jeremy Nason, RFC, FMM and Will Nason, RFA, FMM are the founders of the Insurance Pro Shop ® and the creators of the… Found Money Management™ Advanced Life Insurance Sales System… The most endorsed and successful Life Insurance prospecting and sales system available for today’s insurance professional! Lew has been helping agents and advisors to achieve long-term success in financial services industry for over two decades. His unique perspective, on how to truly help clients, has enabled scores of agents and advisors reach the top levels of their profession. Visit his web site at www.insuranceproshop.com or call him toll free @ 877-297-4608.

Helping Insurance Agents and Advisors create endless streams
of new, repeat, and referral business…

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Blog Author: Jeremy & Lew Nason
This entry was posted on Friday, April 24th, 2009 at 8:50 am and is filed under Annuity Marketing, Insurance Marketing, Insurance Marketing Strategy, Insurance Sales, Insurance Sales Tips, Jeremy & Lew Nason. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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