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How to Efficiently and Effectively Write Life Insurance

Posted at 10 H by Travis Pence 0 Comments

Many business owners and entrepreneurs, like yourself, spend too much time working in their business rather than working on their business. You are pulled in many directions from: keeping up with market changes, servicing your clients, searching for new strategies, and even processing new business.

To get a handle on things, there are certain steps you will need to take, and areas of your business that you will need to address, in order to increase your life insurance sales.

There is a phrase that is used in the culinary industry that I like to use to describe the purpose of this guide: “Mise en Place [mi zɑ̃ ˈplas].” It is a French saying that translates to: “Everything in its place.” Or, in less pretentious terms, you need to make sure all your ducks are in a row before you can start going after potential prospects. We find that there are 5 main areas of concern that independent life insurance agents and advisors need to address before they can begin writing life insurance efficiently and effectively. This includes:

  1. Defining Your Natural Markets
  2. Determining Strategies to Suit These Markets
  3. Choosing the Right Product and Presenting a Strategy around It
  4. Processing New Business
  5. Servicing These Policies

Therefore, we have put together a short guide to help advisors, like yourself, learn how to efficiently and effectively write life insurance. This guide is designed to help you systematically restructure your thinking and practices to better serve your clients’ life insurance needs: 

Check out our Guide for Advisors

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