Share your “Why” with your Clients

You probably have a list of reasons why you got into this business, and we’ve heard them all before—to capitalize on the multitude of baby boomers, to work your way up to become your own boss, to learn more about the complicated insurance world, and the list goes on. Selling […]

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Halloween is Here: Use It to Your Advantage

As a funeral home, you’re always looking to increase your networking outreach in new and unique ways. Using holidays and seasonal activities is one great way to get new people into your circle of influence. Invite the community to your location by hosting an event that community members will want […]

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Embrace Your Clients’ Emotions

Selling preneed insurance is not just a logical decision, it’s an emotional one. Channel your client’s emotions to assist your agenda. As preneed insurance agents, we all know that getting clients to plan for their death can be an emotional experience. I’ve personally trained new preneed insurance agents who cringe […]

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The Largest Sales Contest of the Year is Quickly Approaching

Every year in the fall, Security National Life Insurance Company celebrates our founding. For more than fifty years, SNL has supported agents to do what they love with the increased professionalism that a group like this provides. Way back in 1966, George Quist and the agents of his company were […]

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A Perfect Referral Program

The art of a perfect referral program is not something with which to mess around. As a preneed insurance agent or final expense insurance agent, you need to build a solid referral program if you want your clientele to replenish itself. Make your efforts mean more than just one client […]

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