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Did You Know?
Weekly Insurance Sales Tips & Tools
Did You Know is a weekly Life and Living Benefits Insurance Tips & Tools e-mail to remind or help you with the nuances of selling and servicing your client’s insurance needs.
Helena has some terrific advice in her newsletters. Her content is clear and valuable.
Wayne Cotton, Cotton Systems Inc.
I believe what you bring to the table is invaluable for today’s advisors as no one
is providing this type of training, guidance and assistance.
Art Robson, 40 yr Insurance veteran & Top of the Table Producer
I find your Insurance Know-How articles very informative and helpful even though I am in the Insurance business for 39 1/2 years. Thank you. Enayat Michael Ali, CFP, CLU, CH.F.C., EPC
I cannot miss this opportunity to thank you for your sound articles that I have been reading and learning from for the past few weeks. I am an accountant, almost ready to retire now due to health issues, so it is a little late in the day for me, but I do hope that you will be gracious enough to permit me to quote from them from time to time to my younger relatives, with acknowledgements to you of course. If I had known about you earlier, I would have chosen insurance as a career and benefited from your wisdom and guidance.
With warm regards, Amir
The Most Recent 20 Tips in the Did You Know Library:
Is a Compliance Tsunami Headed Your Way?
A completed fact find / needs analysis has been a mandatory requirement for a life insurance file to be deemed compliant by the Canadian Council of Insurance Regulators (CCIR) and the Canadian Life and Health Insurance Association (CLHIA) since 2007.
Watch Out! Avoid having your clients discover this nasty surprise.
How to easily find the life and living benefits sales gears
Take the investment conversation about wealth, asset accumulation, portfolio performance and risk tolerance – and shift into a conversation about asset protection.
Why self-qualified prospects don’t buy life insurance
Lose the lingo, minimize reliance on illustrations and put yourself in the prospect’s or client’s shoes
“I’ve Got a Relative in the Business”
Did you know that there’s a simple way to avoid the fruits of your labour being picked off by another advisor? Have you had the experience of investing a lot of time and effort into developing a relationship with a prospect over several meetings with additional hours spent analyzing their situation and developing a tailor made recommendation only to have the outcome be something along the lines of “I have a brother in the business” or some such similar answer?
Lie Detector Selling
Did you know that only 54% of lies are accurately detected, and that the average person lies 3 times every ten minutes of a conversation?!
Turning PESOS Into Big Bucks
Did you know that top Financial Advisors and top actors have something in common? It’s not only getting paid the big bucks but it is related to WHY they get paid the big bucks!
“I’m covered at work”
Did you know that the Group insurance coverage that so many people rely on can evaporate for all kinds of reasons?
Selling with Authenticity
No one wants to feel they are being sold life insurance. What they want is to feel that they made an informed choice to buy life insurance.
The Other Rule of 72
Did you know that the rule of 72 is a universal law that was first referenced in print in 1494? What is the rule of 72 and why is it important for you to know how it works? The rule of 72 states that in order to find the number [read more]
Making House Calls & Nobody is Home?
Did you know that there’s a rule of thumb for how long you wait after having travelled some distance for a life insurance appointment?
Travel Insurance Watch Outs & Checklists – Part 2
A friend recently lived through the horror having a friend pass away while visiting her in Mexico – here is what she learned in the form of the following 12 question checklist
Travel Insurance Watch Outs & Checklist – Part 1
Did you know that out of country group insurance benefits are handled by a 3rd party, not the insurance company supplier?
Six Tips to Being a Great Advisor
The most successful advisors are not necessarily the best sales people. What they are the best at is doing are these six tips.
Determining Risk Tolerance
Assessing risk tolerance for life insurance clients is a key point to determining the type of insurance they should purchase.
Product Is Important, BUT … !
When it counts, it’s not the type of insurance product you have that matters, but it does matter if you have ENOUGH insurance!
What are your odds?
What are the financial realities for you and your loved ones when the reality of a critical illness, death or disability strikes?
No subsidies allowed!
Life insurance products are priced so that no matter what age a person is when they buy, everyone in the same underwriting class pays the same price
Uncovering the Referrals Hiding in Plain Sight
Learn how Reh Bhanji uses birthdays to get referrals.
A Top of the Table Producer Shares a Success Strategy
Did you know that ordering and placing ‘optional insurance policies’ is one success strategy used by Andrew Guilfoyle, Top of the Table Producer and speaker at the recent Canada Sales Congress?