Virtual Meeting Etiquette: 5 Things for Instantly Better Calls

1. Share your screen This is surprisingly simple to do, regardless of the platform you’re using (Google and Zoom are the most commonly used these days), but a simple screen share immediately elevates the quality of your meetings. You can present a slideshow to further illustrate the different combinations of […]

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Generating Leads: Expectation Vs. Reality

Final expense agent interview alert! Take a look at how a recent addition to our team has turned her fears into strengths by transforming her expectations about generating final expense insurance leads. Can you tell us a little about your journey of becoming a final expense agent? I actually changed […]

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3 Telesales Success Stories

From Final Expense Insurance Agents like you! We’ve found a lot of inspiration in the success stories of others, so we’ve gathered a few testimonials to motivate  and excite you as you move forward providing people with the final expense insurance that they desperately need. Unexpected Success with Video Calls […]

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Tele-sales: Expectation Vs. Reality

We’re coming up on the year mark of the unprecedented shutdown of businesses everywhere to reduce the spread of the Covid-19 virus. For final expense insurance agents, that meant the implementation of tele-sales. For many of us, moving from our very in-person, social jobs to a virtual work environment was […]

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Digital Marketing to Fill your Lead Pipeline Early

Use the powerful resources available at your fingertips to load up on leads early in the year. Preneed agents who make a concrete marketing strategy using digital marketing as one lead-generating aspect find more success than those not willing to utilize technological platforms. Funeral homes are not exempt from the […]

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Setting SMART Sales Goals (and sticking to them this year!)

No matter what area of final expense sales you’re hoping to improve, setting realistic and achievable goals is the first step in any plan for progress. If you’re serious about making 2021 YOUR YEAR, take a leaf out of Doran, Miller, and Cunningham’s book (actually, it was a 1981 article) […]

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Salespeople Can Be Introverts

This post is for you beautiful introverts trying to make it as preneed insurance agents. To sell funeral insurance, there are interpersonal and interactive requirements, as well as the dreaded networking to create a client base. Luckily, I have words of encouragement for you! Introverts Make Great “Salespeople” When I […]

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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 2021. End Result Goals These end result goals are where you want to […]

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Avoiding the Holiday Sales Slump (Holiday-Who-be-What-ee?)

‘Tis the season, the biggest shopping season of the year. As we know, that often means that people are strapped for cash due to the long wish list they’ve been given by their loved ones. The Holiday Sales Slump, as it’s often been called, can be discouraging, frustrating, and down-right […]

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