The Insurance Pro

FEBRUARY 16, 2024

Building a substantial wealth portfolio involves strategic planning and understanding of various financial instruments. By employing tactics focusing on tax-exempt securities such as municipal bonds and considering life insurance policies with cash value components, you can enhance. Keep Reading

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Redbird Agents

SEPTEMBER 10, 2024

A well-crafted fact finder is one of the most powerful tools an insurance agent can use to build relationships, close sales, and set the stage for future sales opportunities. This is not just administrative data; it provides a strong foundation for building a relationship.

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American Agents Alliance

AUGUST 27, 2024

By Anita Nevins, Founder and Co-CEO of Direct Connection Advertising & Marketin You’ve likely heard that it’s cheaper to keep an existing insured than to attract a new one – and it’s true! Build Relationships : Use their first name and be friendly. However, retaining existing clients requires effort.

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Redbird Agents

SEPTEMBER 13, 2024

Understanding Insurance Marketing and Its Importance At its core, insurance marketing involves using various techniques and tools to promote insurance products and services to potential clients. A successful insurance marketing plan will allow you to: Drive consistent lead generation.

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American Senior Benefits

AUGUST 14, 2024

#IndustryExpert/#LeadershipExpert/ August 13, 2024 Self-awareness is indeed a powerful tool that influences various aspects of our lives, from decision-making to relationship-building, and even to our overall happiness. For leaders, this quality is particularly crucial.

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American Senior Benefits

AUGUST 14, 2024

#IndustryExpert/#LeadershipExpert/ August 13, 2024 Self-awareness is indeed a powerful tool that influences various aspects of our lives, from decision-making to relationship-building, and even to our overall happiness. For leaders, this quality is particularly crucial.

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Final Expense Brokerage

APRIL 25, 2024

Introduction: Becoming a life insurance professional goes beyond just mastering the fundamentals. Utilizing the Benefits of CRM Software: A crucial tool for a life insurance agent is a Customer Relationship Management (CRM) software. This often led to delays and missed opportunities.

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Peter J. Fournier

JULY 30, 2021

However, they often fail to take the next step to sell Life Insurance. The good news is that making the transition to selling Life Insurance is often easier than you would imagine. Keep reading for expert tips to help you master cross-selling Medicare and Life Insurance. But there is more to it than that.

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P&L Financial Services

AUGUST 29, 2024

This career is deeply rooted in building relationships and providing compassionate service. Myth 5: It’s All About Numbers, Not People While understanding numbers and policies is important, the heart of being a senior benefits agent lies in helping people.

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P&L Financial Services

AUGUST 29, 2024

This career is deeply rooted in building relationships and providing compassionate service. Myth 5: It’s All About Numbers, Not People While understanding numbers and policies is important, the heart of being a senior benefits agent lies in helping people.

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Insurance Agency of Ohio

DECEMBER 22, 2020

Choosing the right type of life insurance can be confusing, but it’s also an important decision. Here are some guidelines that can help you narrow down your best life insurance options. Consider term life insurance if… You need life insurance for a specific period of time.

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P&L Financial Services

AUGUST 29, 2024

This career is deeply rooted in building relationships and providing compassionate service. Myth 5: It’s All About Numbers, Not People While understanding numbers and policies is important, the heart of being a senior benefits agent lies in helping people.

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Redbird Agents

SEPTEMBER 13, 2024

Here’s how to make the most of local SEO: Target Local Keywords: Use tools like Google Keyword Planner or Ahrefs to find high-volume local keywords like “Medicare insurance agency in [your city]” or “life insurance agent near me.” insurance agent in [your city]”) in your GBP and across your website.

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American Senior Benefits

AUGUST 14, 2024

#IndustryExpert/#LeadershipExpert/ August 13, 2024 Self-awareness is indeed a powerful tool that influences various aspects of our lives, from decision-making to relationship-building, and even to our overall happiness. For leaders, this quality is particularly crucial.

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P&L Financial Services

AUGUST 29, 2024

This career is deeply rooted in building relationships and providing compassionate service. Myth 5: It’s All About Numbers, Not People While understanding numbers and policies is important, the heart of being a senior benefits agent lies in helping people.

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Final Expense Brokerage

JUNE 30, 2024

Establishing Credibility and Connection One of the keys to handling objections as an insurance agent is establishing credibility and connection with your potential customers. By building trust and rapport, you can overcome objections more effectively. By being upfront and honest, you can build trust and credibility.

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Final Expense Brokerage

JULY 19, 2024

Jul 3, 2024 5:23:42 AM Contact Us Share: Learn how to leverage your own brand to boost revenue in your insurance business. In today's competitive insurance industry, developing a strong personal brand is essential for standing out and building a loyal client base.

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Insurance Agent Insurance Agents Agents Insurance 130

P&L Financial Services

AUGUST 29, 2024

This career is deeply rooted in building relationships and providing compassionate service. Myth 5: It’s All About Numbers, Not People While understanding numbers and policies is important, the heart of being a senior benefits agent lies in helping people.

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Peter J. Fournier

JUNE 13, 2021

However, the rest of us need to work on this skill to build confidence on the phone. For example, if you have someone who has a life insurance policy with your company, you can try selling them final expense. You get more sales, and your client only has to go through one insurance company for multiple products.

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Peter J. Fournier

FEBRUARY 11, 2019

Create Your Own Content On Social Media Start building your own content base, content is King! There are so many misconceptions about life policies, critical illness, disability, and long-term care out there. This will let everyone in your warm market know you are the go-to person for life insurance. Fournier.

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Final Expense Brokerage

SEPTEMBER 30, 2024

For example, if data shows that a large segment of your client base is concerned about leaving enough money behind to cover funeral expenses, you can focus your sales conversations around providing peace of mind through final expense insurance policies.

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P&L Financial Services

SEPTEMBER 12, 2024

Growing Demand for Senior Insurance As the population ages, the demand for senior insurance services continues to rise. With more seniors requiring specialized insurance plans, there’s a growing need for knowledgeable agents who can guide them through the complexities of Medicare, life insurance, and long-term care policies.

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Insurance Agent Insurance Agents Agents Insurance 52

Redbird Agents

AUGUST 28, 2023

Are you looking for a broader range of insurance products, including life insurance, health insurance, Medicare , or annuity products ? Understand the services each IMO offers, their relationships with insurance carriers, and the support they provide to independent insurance agents.

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Mark Jackson Insurance Agency

AUGUST 6, 2024

Here are key insurance considerations for newlyweds. Life Insurance Considerations Life insurance is a cornerstone of financial planning for married couples. Evaluate your existing life insurance policies and consider whether your coverage needs adjustment to reflect your new marital status.

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Shield Insurance Agency

JUNE 11, 2024

Identify a Sturdy Building and Practice Drills You need to get inside a sturdy building before a thunderstorm hits. A sturdy building is a structure with walls and a foundation. If you live in one of these structures, you need to identify a sturdy building nearby that you can get to quickly.

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Final Expense Brokerage

MARCH 29, 2024

Introduction: When selling life insurance, trust serves as the fundamental pillar for achieving success. This article delves into the importance of fostering trust in insurance sales and offers practical tactics for insurance agents to gain their clients' trust.

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Friendly Agent

DECEMBER 3, 2020

Also by working as a side hustle you can start gaining experience in the insurance industry and figure out if it is right for you or not. By selling a few policies a month you can start building a book of business will help you in building a long term business. How to become an insurance agent?

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Frankenmuth Insurance

SEPTEMBER 19, 2024

Invest in structural reinforcements, such as storm shutters or updated windows, and ensure your building meets local safety codes. Build brand and customer trust by accurately representing your company online. Elect a successor/get business life insurance. Get your free Disaster Preparedness Guide. Protect your structure.

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Redbird Agents

SEPTEMBER 13, 2024

Cross-Selling Opportunities: Offer related products such as life insurance, annuities , or final expense insurance. Cultivate Partnerships: If you haven’t already, build strong relationships with referral partners such as doctors, pharmacies, or financial advisors.

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Redbird Agents

APRIL 15, 2024

This article breaks down the 8 steps required to start and maintain a successful career in Medicare sales and build a residual six-figure income in five years or less (I’ve coached many agents who have accomplished this in 24 months or less). Or, maybe you want to add Medicare as a service to your existing agency?

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Bankers Insurance

MARCH 12, 2024

Here are some suggestions for saving for retirement while financially managing some common life events. Marriage Getting married creates new financial demands that compete for retirement dollars, such as changing life insurance needs and saving to buy a home. Maintaining adequate life insurance is also important.

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Friendly Agent

JANUARY 22, 2021

Solution: Building a personal brand and connecting with customers via effective ads He reached out to us and informed us that he wants to generate consistent qualified leads. Building Personal Brand : People buy from people they know, like, and trust. Again leads had no connection with Gary and most of them will not respond.

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Friendly Agent

SEPTEMBER 11, 2020

Build your brand: Build your brand so they know you before you walk in the door. How long does it take to get appointed with an insurance company? Build your brand so they know you before you walk in the door”. Clearcover for Agents (Auto Insurance) Clearcover is a technology-based auto insurance provider.

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American Agents Alliance

SEPTEMBER 3, 2024

These challenges inspired us to build MediaAlpha for Agents, a technology platform that helps agents maximize their lead buying performance. MediaAlpha for Agents specializes in helping Independent insurance professionals like you to optimize your customer acquisition strategies. Why MediaAlpha?

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PSM Brokerage

AUGUST 13, 2024

As an insurance agent, when it comes to selling Medicare plans, one of the most critical aspects of your compliance toolkit is the Permission to Contact (PTC) form. Scope of Permission : The PTC form should specify what products or services the client is interested in discussing.

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Final Expense Brokerage

MAY 15, 2024

Factors Influencing Insurance Agent Commissions Several factors can influence insurance agent commissions. These factors include: Type of insurance: Different types of insurance policies have different commission rates. For example, life insurance policies may offer higher commissions compared to auto insurance policies.

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Constant Contact

JULY 15, 2024

In other words, investing in insurance email marketing pays off big time. Building the foundation of your agency Before you launch email marketing campaigns, you need to establish your insurance business. The stronger the foundations of your insurance agency, the easier it will be to promote it with email marketing.

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