How To Be Successful Selling Mortgage Insurance!

Unfortunately most life insurance trainers, recruiters and managers today are still teaching their agents the ‘Old Fashioned’ approach to selling mortgage insurance. They still believe that selling mortgage insurance is nothing more than a numbers game. They believe that everyone who has just bought or refinanced a home needs mortgage insurance. So, if you send out enough sales letters to people with new mortgages, you’ll find enough people who say they want mortgage insurance and you will make all the mortgage insurance sales you need for a great living. Their approach is based on the principle of 10-3-1! If you call ten (10) new mortgage leads, you’ll set three (3) sales appointments, and you’ll close one (1) mortgage insurance sale. (Term Insurance – average sale of $600 in commissions)

The main problem with this ‘Outdated’ 10-3-1 logic is that if you want to earn a minimum net income of $50,000 per year you’ll need a minimum of thirty (30) new mortgage leads per week, to schedule nine (9) sales appointments, and close three (3) mortgage insurance sales per week. And, that doesn’t allow for any cancelled appointments, not-taken policies, declined applications, lapsed policies, etc.

There is a better, much EASIER and more cost-effective approach to Generating Mortgage Leads and Selling Mortgage Insurance!

The proven, time tested approach we take (in all of our systems and training) is making sure that agents are attracting, contacting and meeting with their ‘IDEAL’ mortgage insurance prospects! Instead of playing the numbers game, we want you to focus on identifying and attracting the mortgage insurance prospects that are in your local community. The people that you have the best chance of selling! Our strategy is based on 5-4-3! If you talk to five (5) of the ‘Right Prospects’, you’ll set four (4) appointments and close three (3) sales. (Cash Value Life Insurance – average sale of $2,000 in commissions) Read More

It Is All To Easy For Us To Blame Our Financial Problems On The Economy!

Last week we discussed how you can help families to live the ‘American Dream!’

Do you remember the stats from the recent CareerBuilder report (7/2017)?

  • 78% of full-time workers said they live paycheck to paycheck… up from 75% last year.
  • 71% all U.S. workers said they’re now in debt… up from 68% a year ago.
  • 56% said they are in over their heads with debt.
  • 56% save $100 or less each month.
  • About 18% of workers said they cut back on their 401k contributions or personal savings in the last year.
  • More than one-third don’t put any money away for retirement.

I think these stats are extremely scary. But, what is even more scary is that most people are blaming their problems on our struggling economy… lack of good paying jobs, rising costs of the essentials, etc.!

Most people are  unwilling to take responsibility for their financial situation.

“Man must cease attributing his problems to his environment,
and learn again to exercise his will – his personal responsibility.”

Albert Einstein

Here is a recent article that I found, that should help you put things into perspective for you and your clients.

Remember it all starts with you! Read More

Don’t Have The Time Or Money?

For Advisors Who Don’t Have The Time Or Money To Hire A Personal Coach Or Attend Live Training Events!

What’s the best way to learn new skills like questioning techniques, sales presentations, lead generation, etc.? Is it by spending days reading boring technical books or manuals? Or, perhaps is it by searching on the internet and sifting through thousands of articles – some outdated, or even just wrong? Of course not!

The best way to learn is by getting live training and listening to people who really know what they’re doing, have done it themselves, are dedicated, accomplished trainers and then by following and practicing their techniques and ideas!

The problems with hiring a coach or attending a live training event is they can be expensive, and you can’t take the trainers home with you.

Four Experts, who have contributed to the Insurance Marketing and Sales Resource Center


Our ‘Insurance Marketing and Sales Resource Center’ (Exclusive, Members Only Private Site) gives you that same learning opportunity – on demand, in your home, at a coffee shop, or wherever you learn best. And, without you spending a fortune. Whether you’re trying to improve your skills, or learn new ones altogether, our private site (with all the latest information, tools, and tips, plus videos and audios from some of the best producers and trainers in the industry) can be a great way to educate yourself. It’s the next best way for you to learn the skills you need, besides you actually spending the time and money to get live personal training and coaching.

One of the biggest benefits of the private site training is, that you can fit in the learning whenever you can find the time to do so. Agents and Advisors with hectic schedules do not have to sacrifice their ‘sales time’ in order to learn, since they can fit in learning whenever they have spare time. And, best of all you can visit the private site any time you want… 24 hours a day, 7 days a week!

Our private site starts off with the basics, and then moves through the steps at a pace you can control. Miss a key detail? Just re-read the article or pause or rewind the video or audio, and you’re right back on track.

The information, course and audios contained in the ‘Insurance Marketing and Sales Resource Center’ will help you learn the needed sales skills in a tiny fraction of the time it would take finding and reading many books, or searching the internet and sifting through thousands of online articles trying to find the information you need and want.


We Are Doing Everything We Can To Save You ‘TIME’ and ‘MONEY’!

We’ve made the ‘Insurance Marketing and Sales Resource Center’ affordable for everyone. It’s only $35.00 per month! (There is no long term commitment. You can cancel anytime.)

Plus, we made a ‘major update’ to the ‘Insurance Marketing and Sales Resource Center’ to make it easier to for you to find all the information you need to be successful. No more wasting time searching for the critical information you need.

And, we’ve added even more tips, tools, training, audios and videos from the ‘best of the very best’ in this industry.

We are doing everything we can, to guarantee you get off to a quick start and guarantee you have the long-term success you want and deserve. Accordingly, as a member of the Insurance Marketing and Sales Resource Center you’ll also have Complete Access (for the life of your membership) to…

  • Over 11 hours of latest videos from our ‘Trusted Adviser Success Training™’ Boot Camp! It’s the best core and advanced insurance marketing, branding and sales training on how to Attract and Set Appointments with your VERY BEST PROSPECTS. Plus, how to conduct a thorough Fact-find to get your prospects emotionally involved, so they want to take action right now. No more hearing; “I’ve got to think about it!”
    (Normally $499.00)
  • Our Advanced Fact-finding Videos & Audios. Over 10 hours of fact-finding and questioning training, from Lew’s boot camps, with simple concept presentations and sales presentations. How To Close ‘9 Out Of 10’ Sales Appointments is a new sales mindset that frees you from unnatural selling scripts. Instead, you’ll learn how to begin new conversations with prospects, naturally – no pitching, no persuading and no pushing. (Normally $265.00)
  • Six Training Videos and Audios with over 8 hours of practical strategies and sales presentations on how to get your ideal prospects to want to take action on your recommendations, to quickly improve your sales and income. Normally $39.95 each. (6 Training Videos and Audios @ $39.95 = $239.70)
  • All ten of our Fast Track Advisers’ Guides providing you with critical insurance marketing, prospecting and sales success strategies that most agents and advisors don’t know and may never find out! Normally $9.95 each.(10 Advisors Guides @ $9.95 = $99.50)
  • Our Dynamite’ Referred Lead System that will show you how to get your friends, clients and businesses to refer everyone they know to you.  (Normally $95.00)
  • 12 Months of  Client Newsletters for pre-retirees and seniors that will keep you constantly in front of your prospects, clients and friends. Normally $59.95 per month.
    (12 for pre-retirees @ $59.95 = $719.40 ) (12 for seniors @ $59.95 = $719.40)

Our ultimate goal is to help as many agents, advisors and planners as we can… to learn how to help more of their friends, family, prospects and clients to weather the current financial storm and the storms to come.

Click on the following link for more details…

Insurance Marketing and Sales Resource Center
30 Day. 100% Money Back Guarantee
No Long-term Commitment… You Can Cancel Any Time!

Yours In Success,
Jeremy Nason and Alex Villa
‘The 9 Out Of 10 Guys’

P.S. Listen: Over the years, you’re going to spend thousands of dollars in time, money and effort promoting your business. Why not learn how to do it the most cost effective, money-making way? Why not learn the marketing, prospecting, appointment setting and sales strategies that most of the leading agents, advisors and planners on the planet use? It just makes good sense.

“The common denominator of success — the secret of success of every man who has ever been successful — lies in the fact that he formed the habit of doing things that failures don’t like to do.”
Albert Gray

Don’t Invest One Cent Of Your Hard-Earned Money Until You Check Out This Guide…

Are you new to insurance sales? Or, maybe you’ve been selling insurance products and financial services for five, ten or more years. Have you been looking for marketing and sales systems and training programs to help you get started, or to take your sales to a six-figure income and well beyond? Have you been searching the Internet, looking in industry publications, talking to your manager, talking  to your associates, and asking successful agents… “What’s the Best Sales System Out There?” “Who Do They Recommend?”

Did you find there are hundreds of companies offering marketing and sales systems and/or sales training? Did you decide to contact a few of these companies? After reading their materials and/or listening to them, were you totally confused and uncertain whom to choose? Because, each one of these companies tells you that they are unique and the very best.

So, how do you make an intelligent decision?

I empathize with you. I have a similar problem. How do I prove to you, that we have one of the best sales systems and training programs in the financial services industry? It’s a difficult problem.

Like many of our competitors, we could make outrageous claims that appeal to the insecurity, fears and greedy human nature of most sales people… “Guaranteed Overnight Success!” “One Thousand New Prospects In Six Weeks!” “Get High Quality Prospects To Call You And Beg For An Appointment!” “Work From Home In Your Underwear!” or “Make A Million Dollars In Six Months, Working Part Time!” But, I hope you are too intelligent to fall for any of those… ‘In-Your-Face’ advertisements! The vast majority of the people that use these ‘In-Your-Face’ advertisements tend to be hucksters and scam artists! They know that most financial professionals are like most other people, in that they all want and are looking for instant gratification and immediate success.

The truth is that none of us can ‘absolutely’ guarantee that you will succeed using our programs.

There is no marketing, prospecting and sales program that will work for everyone, in every area of the country. There are just to many variables. We don’t know you, your talents, your financial situation, your weaknesses, your strengths, your education, your experience, or how hard you are willing to work! We don’t know the people who live in your area of the country. We don’t know their attitudes, likes, dislikes, or demographics! And, we don’t know whom you are competing against, the amount of negative publicity in your immediate area, how competitive your products are, or the overall demand for your products, and services in your area?

So, how do you select the best system and sales training organization for your situation and area?

You Must Do Your Homework!

Here are the major points we look for, before we’ll invest any of our time and money in any of the companies, systems, etc. that want us to do business with them. (modified to fit your situation)

  • Does the company give you their full contact information? Do they provide you with the name of the owner, key people, their company address, telephone numbers and an email contact form? If they don’t list all of this information, you must ask yourself why they don’t! Shouldn’t you be able to call them and actually talk to a real person to find out more about their program and support to see if it is right for you, your situation and area? If they don’t provide their names, how can you verify their credentials? What does this tell you about them?
  • Have these people ever actually sold any products or services in the financial services industry? Is what they offer just information they’ve learned from a book or they’ve used in some other sales situation? Do they have any actual experience selling intangible financial products and services?
  • How successful were they in personal sales? Are they just telling you they were successful, or do they have actual documented evidence? In the financial services industry, every company that I know gives out plaques, trophies and other physical awards to the top 10-20% of their producers.
  • How long were they in sales as a personal producer? There are many people who were successful for a year or two, but are now out of personal sales because what they were doing to get sales eventually backfired and stopped working. They made a good living for a year or two… but they were the typical pushy salesperson, didn’t tell the whole truth, tricked people into buying, or were just selling to friends and family. They were forced to leave personal sales because they had a high lapse rate, were unable to get referrals and find new prospects, etc. Are these the people that you want to help you, with your career?
  • Do these people have any actual experience training new and/or experienced sales people? And, for how long? Just because a system worked for them doesn’t mean they know how to train others on how to be successful using it! Or, that the system they used is transferable to others?
  • Do they work fulltime training agents and supporting their systems? Or, are they still working fulltime in personal sales? If they are working full time in sales, how much time will they be able to spend helping you? How hard will it be to contact them?
  • Do they have testimonials from satisfied customers? Unfortunately, it’s easy for people to fake written testimonials, if they do not give the agent’s full name, picture and state. Video testimonials are harder to fake. Do they have satisfied customers that you can call?
  • Do they have multiple endorsements from financial industry leaders and associations? In general, these endorsements are not easily obtained, because successful people and associations are not willing risk their reputation by endorsing something that doesn’t work! And, these endorsements are not easily faked, because it is very easy to verify if the endorsements are real! How many endorsements do they have? Do they just have one or two endorsements from their friends?
  • Do they offer a detailed list of what’s in their courses and systems? Why not? Is it primarily just a lead system, just a sales system, or a software system? For any system to really help you, it must provide detailed information about marketing, prospecting, appointment setting and sales? It can be the best lead system, sales idea, or software but if it doesn’t help you to consistently be in front of the “Right” prospects, then it’s almost worthless!
  • Are they upfront with the actual cost of the training and materials? Or do you have to call them to get the information? Why aren’t they willing to disclose the cost of their materials and training up front? Are they trying to force you into contacting one of their sales people? Are they just interested in getting all of your contact information, so they can inundate you with offers? Or get you to contract with them?
  • Do they offer personalized training and coaching? Or, is it all group training sessions? Will you get help tailored to your personal situation?
  • Do they offer a… 90 Day, No Questions Asked, 100% Money Back Guarantee? Fortunately for you, most of the lesser programs cannot afford to offer a ‘Money Back Guarantee!’ Or, they require you go through a time consuming process to qualify for a partial refund. This makes it a little easier to determine if they are a successful and reputable company.
  • Are they members (in good standing) of one or more consumer protection agencies, such the ‘Better Business Bureau’? Most of the companies, with lesser programs, are not members of any consumer protection companies, because they get too many complaints. It’s easy to check with consumer protection agencies to verify that they are members in good standing.
  • What’s their overall reputation? With today’s Internet it’s very easy to check out any company or individual! If they can’t be found on the Internet what does that tell you about their credibility, along with their marketing and sales ability?
  • Are they just recruiters in disguise? Unfortunately, the vast majority of recruiters will do or say whatever they believe will get you to sign up with them. They’ll offer you… ‘Free Leads’, ‘Free Systems’ and ‘Free Training’ just to get you to contract with them. We suggest that, before you contract with them, ask to talk to their five newest agents. (Agents contracted within the last 6 months) If they can’t or won’t do that, then what does that tell you about them?

If you want to find the best systems and sales training for your particular situation, then you must take the time to do your homework. Do not fall prey to the ‘In-Your-Face advertising. By using all the 15 points outlined above you will give yourself a much better opportunity of ‘Selecting The Best Systems and Sales Training’ for your situation.

However, don’t stop there! Always ask to speak to one of the key people in their organization! Not just one of their sales people! Ask them to help you to determine if their system and training is right for you!

Does this make sense? Would you have your best chance of success, if you found a company that meets all 15 points?

Yours In Success,
Jeremy Nason

4 Quick Success Tips!

No Shortcuts – The old cliché states, “Anything worth doing is worth doing well.”This should be your motto. If you really want to succeed, you cannot afford to take shortcuts. Taking shortcuts leads to imperfection and inadequacies. Always strive for the best, even if it requires a little more time and effort.

Be a Good Listener – To succeed, you need to learn how to listen first. Pay attention to other people who have enjoyed successes in their life, attend seminars given by people that can motivate and encourage, or be open to hearing that a particular idea is not a good one. Good listening takes time to learn but in the end, it will be your greatest tool.

Birds of a Feather – If you have a goal of being a Top-Selling Financial Advisor, then find friends and mentors who either have achieved that same goal or are also pursuing a successful sales career. It is important to surround yourself with people that can associate with your goal and passion, people who understand the burning desire to succeed and can encourage you when you meet with disappointments.

Dare to Dream – To succeed, you need to have dreams and aspirations. Be honest with yourself as to what you want out of your life and what you want to give of your life. Allow your mind to dream and think big.

Become a better you! For only about a $1 per day, you will have immediate, unlimited access (24/7) to an online Mini University of insurance marketing and sales techniques, tips, and strategies providing you with everything you need to know… to get you off to a quick start… and guarantee your long-term success selling life insurance and annuities!

Jeremy Nason, RFC is the co-founder of the famous Insurance Pro Shop™ -“The first affordable, full-service insurance marketing and sales resource center for today’s Financial Pro, and Found Money Management™a system dedicated to helping Middle-Income Families to ‘Live Debt Free and Truly Wealthy!’ For more articles visit his blog!

What Are You Going To Do To Make Sure You Have A Strong Finish For 2017?

Here are a few quick ideas that the best advisors we work with are using! These ideas are bringing in immediate sales…

  • Why not, once a month, offer 10 of your clients, family, friends and prospects a free educational workshop on ‘Living Debt Free and Truly Wealthy!’ or on some other immediate problem you can solve for them. The workshop will cost you less than $100.
  • How about forming a true ‘Joint Venture Partnership’ with a P&C agency (or some other business) and have them offer a free financial consultation from you, to their best clients. Or, they can invite their best clients to your free educational workshop.
  • Or, how about you send a letter to your best clients asking for their help, with a referred lead form? And, then follow-up with a phone call, a few days later.
  • Are you sending your clients, family, friends and prospects a monthly newsletter? When was the last time you included a referred lead form with your newsletter? And, then followed-up with a phone call, a few days later.
  • When was the last time you offered your clients an annual review? Annual reviews are a great way to make additional sales… and get referrals.
  • Why not offer to be a guest speaker at a local association or religious group? And, then offer them a free report and a free financial consultation.

These are just a few of the ideas that the best advisors we work with are using to bring in sales.

What else can you think of?

Yours In Success,
Jeremy Nason

How To Get More Sales From The People You Meet!

Would you like to learn how to have more people buy from you, buy more, and buy more often, then you must understand the reasons ‘why people buy!’ All of the leading sales trainers will tell you that; “People buy based on emotions and then justify their decisions based on logic.”

So, if you want to increase your sales, then it’s about you locating and pushing the right emotional buttons to get your prospect to make the decision to buy? The most prevalent reasons for people to buy are… to avoid pain, or to gain pleasure. But what pain and what pleasure?

Of course, locating and pushing the right emotional buttons only works if you are in front of the right prospects. The people who actually need what your are offering. These are the people you have the best chance of selling, if you learn how to push these emotional buttons.

Emotional Button #1. People buy… To Make Money or Save Money
There is no question that today, money is a factor in almost every one of our buying decisions; What does it cost? Where will I make the most money? Why is this a good deal? How can I save more? You have to answer their questions about money to help them to buy, and to make them feel good about their buying decision.

However, making money or saving money are not the only buying factors. If you want people to buy, then you’ll need to find and push multiple emotional buttons, like the ones below. Read More

Our Best 10 Tips Every Agent Ought To Know Today… To Build A Highly Successful Insurance Sales Career!

No matter what you sell, whether it is life insurance, disability insurance, annuities, or investments, the ultimate goal is make a good, consistent income that keeps growing each and every year.

The reason so many agents are struggling today, making a mediocre living, is they are missing many of the basics, the fundamentals of successful insurance marketing and sales.

Here are 10 tips every agent and advisor should know if they want a successful insurance sales career.

  1. Listen More, and Talk Less…
    How much talking are you doing during your sales call, and how much listening? I mean really listening and focusing on fully understanding what the other person is saying… instead of thinking of what you’ll say next, when the prospect stops talking?

    Most agents, the minute they sit with a prospect, start explaining all the benefits of their products and why it will help the prospect. Instead of pitching your product, sit down and ask the prospect about their family and their concerns for the future. Let the prospect tell you what it is they are looking for. Your role is to be their advisor, not an insurance salesperson.

Read More

Are You Missing This ‘Little’ Secret To Closing More Annuity Sales?

There is a simple reason why the top annuity producers across the country are not having, or even seeing the problems that most of the other advisors are having. There is a ‘little’ secret they know and use. A secret that when most advisors hear it, they just think it can’t be that easy.

Would you like to know the ‘little’ secret to success in annuity sales? (And success in any sales for that matter!)

In almost every article we’ve had published during the past 17 years, we’ve revealed the ‘little’ secret, and unfortunately only about one in hundred agents ever picks up on this secret and uses it. All the best sales and marketing trainers are always telling people about this ‘little’ secret for whatever product they are selling. Yet, very few people ever truly understand the power of it, and use it.

Here’s their little secret… if you want to have more annuity prospects than you can possibly handle, to set more appointments, and close more sales:

“Then, you must stop selling people a product, and instead help people
to identify, understand and solve THEIR problems!”

How many times have you read, or been told about this ‘little’ secret? This ‘little’ secret is what sets the top producers apart from everyone else, in all the sales fields.

Some agents seemed to have learned this ‘little’ secret, and are successfully using it in their lead generation programs, and they are attracting tons of prospects. However, then they blow it in their seminars, workshops and approaches, because they revert back to pushing a product or the latest sales idea. Then, they wonder why people won’t set an appointment with them. And, then during the few appointments they do get, they push a product or a sales idea, and wonder why they can’t close the sale.

If the prospect doesn’t see and understand the problems they are facing? If they don’t see how you can help them to solve their problems, then why should they waste their time contacting you, set an appointment with you, or buy your products?

If you’re just another annuity sales person selling a product, then why would they refer their friends, family or business associates to you?

If you want to succeed in annuity sales, and collect a million dollars of annuity premiums every month, then you must help people to identify, understand and solve THEIR problems through EVERY PHASE of the sales process!

In every phase of the sales process, you must be discussing how these retirees can make their money last during their ENTIRE retirement years, with safety and guarantees. It’s about you addressing their real concerns about outliving their money, and helping them to improve their lives. It’s helping these people to understand how you can help them to beat inflation, reduce income taxes, minimize investment risks, protect their income from the devastation of long-term care and replacing lost income when a spouse dies.

What’s the quickest and most affordable way for you to learn how to help seniors and boomers to identify, understand, and solve THEIR problems? It’s by becoming a member of the Insurance Marketing and Sales Resource Center!”  

Yours In Success,
Jeremy Nason

My Top 4 Tips To Making Money Selling Life Insurance.

Let’s be honest! Most life insurance agents fail, within the first few years. Making good money selling life insurance can be a real struggle! Especially, if you are new and just starting out!

To attract clients and make money selling life insurance, you must focus on the business part of insurance sales. It is no longer enough to “have great products” or “a great idea!” You must be business-wise and learn HOW to increase your PROFITS.

With new insurance agents starting every day, increasing the competition in your area, it’s essential to think outside the box and differentiate yourself from your competition.

If you are struggling to make money selling life insurance, then you will most likely recognize yourself in one or more of the following:

  • Are you WAITING for people to contact you? (you post product ads on Facebook or in the newspaper and wait for the phone to ring – nothing happens).
  • You pay to get new followers on Facebook in the hope of getting new potential clients to find you. (Your likes increase, but no one calls you).
  • You offer low cost mortgage and final expense products. (nothing happens or perhaps you get a few annoying clients?)
  • You set up a blog and a website to showcase your products. (but it doesn’t get the phone to ring either…)
  • You offer a free report on your web site or Facebook. A few people call you for your free report, but no one calls you or agrees to an appointment.
  • You heard that newsletters are the key to increasing your income, so you set it up. (but hardly any one calls you.)
  • You buy mortgage and/or final expense leads, you struggle to set a few appointments and close a few small sales.
  • You feel like giving up, and you begin to think that you are not cut out for selling life insurance, so you get even less active and become even less known to potential clients.

It’s time to roll up your business sleeves and do the work.

If you recognize yourself in the above – do NOT feel like a failure! Going through this is NORMAL. I’ve been there, and I have coached plenty of life insurance agents who have been there. The fact is, if you have never run a business before in your life, how on earth would you know how to do it effectively?

Instead of beating yourself up, it’s time to roll up your sleeves and get to work. Now all the fun begins – evolving your creative business mind. It’s time to learn new strategies and gain new powerful knowledge!

Are you ready?

With over 22 years of experience as an insurance agent and business owner and over 22 years of insurance marketing and sales training, with some of the best in the world, I will give you my top 4 tips to making money selling life insurance.

#1 Stop chasing people who don’t know you!!!
I know this might sound scary – especially if you are an introverted person. Nevertheless, if you are not willing to talk to the people you know, you will not succeed! Those who do not ask for the sale, with the people they know, are the ones that close their business soon after they get started.

But don’t worry, you do not have to be a sleazy sales person! There’s no need for a sales pitch! Instead, have a conversation with the people you know, about the financial problems they are facing, and what will happen if they keep doing what they are currently doing. Talk about the benefits they will get from working with you. Ask them how it will make them FEEL. Help them to understand ALL the benefits of your service. Explain the process of working with you and show your passion for what you do. Nothing sells better than passion and excitement!

TIP: Shift your thinking from believing that you are an annoying salesperson, to thinking that you are a helper. Think of ways you can HELP and serve your clients and make their life better. From that state of mind, it is easier to sell from the heart.

# 2 Do one thing every day to promote yourself!
That’s right! Do ONE thing every day – no less, no more. Make it your number one priority – the first thing you do every morning. Use different platforms for this – online and in your local area.

Do a brainstorm exercise and write down at least 50 ideas (small and big) on ways to promote yourself in your community! Use this list every day!

Design a flyer, booklet, or brochure that tells them about how you are helping people solve their financial concerns and problems. NOT about your products! Have it in your briefcase and hand it out to everyone you meet when you are out and about.

TIP: People prefer to work with people they know or at least have heard of. The more people know about you and how you can help them, the easier it will be to set an appointment and make a sale.

#3 Collaborate with like-minded Businesses!
Create your own active and supportive network with other business owners in your area and help promote each other.

Make a list of local shops, hairdressers, spas, nail salons, yoga studios, coffee shops, tax preparers, and independent P&C agencies – think of places where your dream client will typically show up.

TIP: When networking ask yourself what you can do for your network, not what they can do for you. Be a giver, a supporter and you will benefit from this in the end. Networking is a long-term investment. When trust has been established, your revenue will increase.

#4 Learn from the best
Okay, I’m a business geek. I love to investigate and experiment and find new effective ways to make my business flourish. During my time as a insurance agent and business owner, I’ve been lucky to learn from some of the best insurance sales people and experts in the world. It is crucial to have a mentor or a support system to help you succeed when you work on your own.

I hope you enjoyed this article and feel inspired to go out there and actively do something to meet new amazing clients.

Yours In Success,
Jeremy Nason