Sales Tips

Life Insurance for Mortgage Protection

6/1/2025

Mortgage protection is crucial for clients - life insurance can help. Build rapport, identify risks, educate on benefits, personalize the solution, and address objections, and keeping the conversation focused on protecting their home and loved ones.

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Move Clients To Action

5/1/2025

To convert insurance prospects into clients, focus on personalizing the offer, simplifying complex details, and creating a sense of urgency. By building trust and highlighting the immediate benefits, you’ll encourage them to take action.

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When Your Clients Are Business Owners

4/1/2025

A Buy-Sell Agreement funded by life insurance helps business owners plan for unforeseen events, ensuring the business stays secure with immediate cash flow and tax benefits. It’s a valuable solution that builds trust and strengthens client relationships.

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Understanding Your Client

3/1/2025

Adapting to your client's personality helps meet their expectations. Tailoring your approach improves rapport and success.

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Instant Decision Term Saves You Time

2/1/2025

The instant decision application process offers quick, hassle-free coverage, attracting clients who want fast, straightforward insurance without medical exams or underwriting delays. This approach builds trust, boosts client satisfaction, and can lead to referrals, making it a competitive advantage for targeting those with immediate coverage needs.

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Start Them Young

1/1/2025

Encourage parents to consider child life insurance to secure their child’s future, lock in lower premiums, and ensure insurability. Highlighting the benefits strengthens their confidence and your role as a trusted agent.

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