Wednesday, November 21, 2012

Selling Insurance During the Holidays


Television and ads people receive by mail are concentrating on Medicare. The deadline is near. The people in this age bracket are getting a lot attention from a lot of salesmen. That means that one has to double their efforts using sound leads, making more calls, following up with current clients and using other strategies that have worked in the past.

Some of us think that insurance and investments is the last thing on peoples' minds during the holidays. However, it is not true. Life is still going on. Long Term Care Insurance needs attention while people are still healthy. Others need to make changes in investments due to inheritances, annuities maturing, changes in jobs and changes within the family.
In other situations, people just need to be educated on the importance of different investments and insurance. Therefore, there is a lot to do.
I know you have heard it all before. The reason you have heard it is that there is nothing new under the sun. Everything is only repackaged or reworded. However, here is the current holiday package:

·         Set Clear Measurable Goals for each day

·         Number of Contacts

·         Kinds of Contacts (Health, Annuity, Life, LTC, etc.) 

·         In office Work

·         Research – Possible Contacts

·         LinkedIn, Facebook, etc. Updates

·         Develop Information for Print Ads

·         Take Potential Clients for Coffee

·         Expect Success!

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