Selling Solutions, not Products

As a preneed insurance agent, you are fortunate enough to be selling what people actually need—affordable solutions that help them avoid stress in the future and improve their financial planning. Unlike people who sell vacuums and security systems, preneed insurance agents know that our “products” are needed and helpful to […]

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Boost Your Sales with Brilliant Books

How many of us final expense insurance agents read on a regular basis? Besides the educational benefits of building your knowledge base and de-stressing at the end of the day, reading can help you sharpen your sales skills as well. Here are a few books we recommend to the budding […]

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How to: Write a Follow-Up Email that Isn’t Pushy!

Here we are: we’ve made our first contact and set up a meeting, which we attended and felt went really well. We left the in-person experience feeling confident and clear that this new acquaintance would soon become a policy-holding client. However, whatever follow-up plan we set up has come and […]

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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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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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