Utilizing Your Sales Wins

An optimistic post about how to capitalize on 2017’s successes and recreate them in 2018. Keep the karma coming! Stick with what is successful and simplify your sales! Step 1: Analyzing What Worked As with all self-reflective practices, our first step is analysis. Last week we discussed analyzing our sales […]

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Learning from 2017’s Mistakes

Whether you’re a resolution guru or a new year’s nay-sayer, the fresh start January gives us is great for preneed insurance agents to learn from last year’s mistakes. Reflect and Reset Effective goals are always based on accurate reflection. It’s pivotal to know where you are, where you’ve been, and […]

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Sales in the New Year

As we make New Year’s resolutions and goals for our personal betterment, consider adding some professional goals to your personal ones. Here’s some encouragement for the coming year to keep you focused on what you want for 2018. End Result Goals These end result goals are where you want to […]

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A Salesman’s 10 Commandments

Trust in thy product continually The first commandment I always impart to my trainees is to understand and love what you’re selling. If you don’t believe in the product, your potential client won’t either. As a preneed insurance salesman, you need to understand the ins and outs of why it’s […]

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Holiday Sales (and how to get ‘em)

This month marks the start of the holidays. ‘Tis the season for stress and overspending (as well as joy and charity and all the rest, I suppose). When the holidays begin, preneed insurance agents and final expense insurance agents find their sales numbers going down. Avoid the downhill trend by […]

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Got the Working from Home Blues?

4 Tips from Home-bound Workers to Refocus your Routine When working from home, it really can be the small things that get you stuck in a rut. The devil is in the details, as they say, and that couldn’t be more true for final expense insurance agents or anyone else […]

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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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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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Announcing Our Next Sales Incentive Trip to…Monaco!

We are thrilled to announce that our Spring 2019 convention will be taking place in sun-soaked Monaco, a Mediterranean paradise smaller than any other country (besides the Vatican)! Monaco is known for its luxurious living, dramatic cliff-side shores, and bustling Monte Carlo neighborhood. To get you excited to experience Monaco […]

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