Are you interested in selling life insurance to help families with college planning but are not sure how to do it? (Part 1 of 2)

Presented by Brian Leising

A top priority for many parents is making sure their children are able to attend the college of their choice. Careful planning is key to make sure the tuition dollars are there when they need them.

Our customizable plan for marketing life insurance for college planning can help. We have prospecting tools to help you find the right clients, whether you only want to invest your time or monetary resources. Once in front of qualified consumers, you may choose from several tools to gather the right information. The product guides can help you design and present a proposal based on the unique needs of your future client.

Step 1 – The Concepts
If you are new to the College Planning with Life Insurance concept, you may want to start with our concept section. These video presentations will give you an overview of the marketplace and insight into the concepts you will present to your clients.

Step 2 – Prospecting
Prospecting without funds
Once you understand the concept, you need to find prospective clients. The Prospecting section provides several methods to find those people. If you wish to invest only your time in prospecting, visit the Prospecting without Funds section. You could request the Bill Cates’ Unlimited Referrals Marketing System, become an expert on gathering leads organically through our How to Use Social Media guide or engage in e-mail marketing to existing clients. Don’t forget the short article on the role Grandparents can play in this process.

Prospecting with funds
If you are willing to spend money acquiring new clients, visit the Prospecting with Funds section. We include a link to the Smart Track Toolkit, one of the country’s leading resources for college funding planning. Leads on Demand can get you started with your very own targeted mailing list. Prospect Finder can do the same for a targeted e-mail campaign. Hurrdat will allow you to have someone else take over your social media marketing endeavors, especially if Facebook, Twitter and LinkedIn are unfamiliar to you.

Mailing list. Prospect Finder can do the same for a targeted e-mail campaign. Hurrdat will allow you to have someone else take over your social media marketing endeavors, especially if Facebook, Twitter and LinkedIn are unfamiliar to you.

Next month we will explore the tools and products to use with your clients.

Posted in Life Insurance, Sales & Marketing and tagged , .

Leave a Reply