Skip to content
  • Contracting
  • Quotes
  • New Business
    • Case Status
    • iGO-e-app
    • Drop Ticket
    • Medicare Supplement New Business Submission
    • Forms
    • Secure File Sharing Service
    • Underwriting
      • Accelerated Underwriting Guide
      • Nailba Field Underwriting Guide
      • Underwriting Requirements
      • XRAE
  • Incentives
    • 2022 Incentive Trips
      • Sandals Emerald Bay
      • Oak Lake Lodge
    • 2021 Trips
    • Carrier Trips
      • Columbus Life – 2022 Palm Beach St Thomas
    • Account Summary
    • Shared Success
    • Cash In on Your Success
    • Standings – See Where You Rank
    • Agent Referral Bonus
  • Social Media
  • Services
    • Advanced Life Case-Design Specialist
    • Blog
    • Branding
    • Email Marketing & Newsletters
    • Website Hosting
  • Login
Presented by David Corwin In my position with working with many agents it dawns on me that many if not all insurance professionals want to arrive. Arrive defined is “to reach a place at the end of a journey or a stage in a journey.” I define it as complacency or becoming comfortable. Too comfortable is the zone that you need to stay clear of in my opinion. Here are some indicators to tell you where you are. • Do you have a business plan? Crafting a meaningful business plan takes a lot of thought and time. Set out a strategy for your business and in particular, your marketing strategy. Set targets and objectives, including sales and financial goals so that you can monitor business performance. • Are you actively looking for new prospects (referrals and warm market) or just replacing the business you wrote in the past? It really should be a 60/40 split. Sixty percent of your marketing efforts should be spent on referrals and warm marketing. Forty percent should be reviewing clients that you’ve written before, both fostering the relationship built, as well as looking for new business. • Are you running enough appointments throughout every week to get the result you want? Yes, I know – the old numbers game. It only makes sense that if you have enough lines in the water the more fish you will catch. The more successful agents run between 10-15 appointments per week. If you’re running less than that…run more. It’s as simple as that. • On your appointments do you implement a fact finder to obtain material facts that allow for cross-selling opportunities? If you don’t, well then, you’re probably an order taker, and if you don’t have what they want you’ll go back to your office without the business. Last I checked, an insurance license allows you to sell Life, Annuities, Health, Long Term Care and Disability insurance. If you don’t use a fact finder then you just have an insurance license. • Are you furthering your education through industry leading programs like CLU, ChFC or CFP? Furthering your education allows you to become better informed to assist with the variety of unique problems that your clients may have with respect to their estate planning, wealth transfer, income replacement and risk management needs. It’s been reported that holders of these designations increase their sales by up to 51%. This isn’t meant to pass judgment of any sorts, but to help you realize that you never want to arrive. If you do that means that you’ll never challenge yourself to learn new things and that’s when true growth will happen.
Legacy Building
10,000 Boomers to retire each day!

Recent Posts

  • Increase to Face Amount Limit for PL Promise GUL as of September 21, 2020
  • Sales Idea – Prospecting in a Pandemic
  • COVID-19 Underwriting Opportunities
  • Sales Idea – What if healthcare was built into your retirement plan?
  • 20% More Coverage For The Same Price?

Archives

  • September 2020
  • August 2020
  • December 2019
  • November 2019
  • October 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012

Categories

  • Advertisement
  • Announcement
  • Annuities
  • Annuity
  • AUM
  • Brookstone Capital Management
  • Bulletins
  • DI
  • Disability
  • General
  • Incentive
  • Key Person Life Insurance
  • Life
  • Life Insurance
  • Long Term Care
  • Long Term Care and Disability Insurance
  • LTC
  • Medicare
  • Newsletter
  • Pension Planning
  • Product Change
  • Rate Change
  • RIA
  • Sales & Marketing
  • Sales Ideas
  • Technology
  • Training
  • Uncategorized
  • Webinar

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Financial Brokerage logo
  • 402-697-9998
  • 800-397-9999
  • 17110 Marcy Street, Suite 100
  • Omaha, NE 68118
  • About Us
  • Privacy Policy
  • Blog
  • Change Password
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • All rights reserved ©2020 Financial Brokerage, Inc.
  • For agent use only. Not for public distribution.
Theme by Colorlib Powered by WordPress