How to encourage people to buy life insurance?

Asked by: Maximo Carroll  |  Last update: July 1, 2025
Score: 4.1/5 (3 votes)

Offer customers a quick idea of how much life insurance may cost. A fast quote helps educate customers on their options, and many people have no idea how much life insurance might cost them. Tip: Many customers prefer the monthly premium made since payments may be more manageable.

How to encourage someone to buy life insurance?

How to Place More Life Insurance Cases
  1. Make it Personal. Using someone's first name is a simple but effective way to make a connection. ...
  2. Use Specific Examples. ...
  3. Put the Numbers in the Best Light. ...
  4. Use Layman's Terms. ...
  5. Highlight the Discounts. ...
  6. Keep the Clients You Have.

How to convince someone to get life insurance?

How to Convince Customers to Buy Insurance
  1. Tip 1: Understanding Customer Needs.
  2. Tip 2: Building Trust.
  3. Tip 3: Effective Communication.
  4. Tip 4: Addressing Concerns.
  5. Tip 5: Personalized Approach.
  6. Tip 6: Demonstrate Value.
  7. Tip 7: Offering Incentives.
  8. Tip 8: Follow-up and Support.

How do you persuade someone to buy insurance?

Highlight Risks and Consequences

Show them how insurance coverage can act as a safety net, providing financial security and peace of mind in challenging times. By emphasizing the potential consequences of being uninsured, you can create a sense of urgency and demonstrate the value of insurance.

What triggers people to buy insurance?

To help you out, here are the most common events that trigger people to purchase Life Insurance—or to review their existing policy.
  • Getting Married and/or Moving in with your Partner. ...
  • Buying a Home. ...
  • Having Children. ...
  • Changing Employment. ...
  • Starting a Business.

TOP 4 WAYS - Make Clients Want Life Insurance

34 related questions found

What is a good reason to purchase life insurance?

Buying life insurance protects your spouse and children from the potentially devastating financial losses that could result if something happened to you. It provides financial security, helps to pay off debts, helps to pay living expenses, and helps to pay any medical or final expenses.

How to sell insurance emotionally?

Emotions are personal, so if you want to appeal to emotions, you need to work on creating a personal connection. This requires listening to your prospects. Find out what matters to them – their hopes, their fears, their values – and personalize your pitch to fit them.

How do I convince my clients for life insurance?

The Art of Persuasion: Strategies for Insurance Agents to...
  1. Understanding Client Needs.
  2. Educate, Don't Just Sell.
  3. Highlighting the Value.
  4. Leveraging Social Proof.
  5. Creating a Sense of Urgency.
  6. Personalization.
  7. Building Trust.
  8. Conclusion.

How can I attract people to my insurance?

How to promote your Insurance Company and Attract New Customers
  1. Understanding Your Target Audience.
  2. Demographics and Preferences.
  3. Customer Pain Points.
  4. Engagement Strategies.
  5. Creating a Strong Brand Image.
  6. Optimizing Your Website.
  7. Local Events and Sponsorships.
  8. Building Business Partnerships.

What is the main factor that motivates people to purchase insurance?

They want to avoid paying for major unexpected expenses is the main factor that motivates people to purchase insurance.

What to say to sell life insurance?

Focus on the Client's Needs: Every client has unique needs and priorities. Tailor your pitch to address their needs and how your life insurance policy can meet them. This will make your pitch feel personal and relevant. Speak with Confidence: Confidence is contagious.

How to approach people about life insurance?

How to discuss the need for life insurance
  1. Pick the right time and place. The when and where are key to success here. ...
  2. Don't assume doubt. You might assume your loved ones want to avoid the life insurance talk at all costs. ...
  3. Center the discussion on goals. ...
  4. Provide strong data.

How do you start a conversation to sell life insurance?

For example, instead of starting with “I'm calling to talk about our life insurance product…”, you could say, “I noticed that you've recently welcomed a new member to your family, congratulations! I'm calling because I believe I have some information on securing your family's future that you might find valuable.”

How do I get people to want life insurance?

Tips for cross-selling life insurance to clients
  1. Engage your non-life licensed Customer Service Representatives. ...
  2. Bring up life insurance in every conversation. ...
  3. Discuss life insurance during a P&C (property & casualty insurance) sale. ...
  4. Follow up with new customers. ...
  5. Give customers a quick life insurance quote.

How to sell life insurance like a pro?

Follow These Tips and Find Out How to Sell Life Insurance Successfully
  1. Know Your Product. As a life insurance agent, knowing your product inside out is critical. ...
  2. Personalize Your Pitch. ...
  3. Leverage Verified Leads. ...
  4. Build Trust with Prospects. ...
  5. Use Digital Marketing Strategies. ...
  6. Overcoming Objections. ...
  7. The Art of Closing.

How to convince a customer to buy?

Top ten tips for persuading customers to buy
  1. Help your customer like you.
  2. Make your customers feel comfortable during your pitch.
  3. Understand that logic alone will not persuade customers.
  4. Convince by giving your customer a simple story.
  5. Speak to your customer using their language.
  6. Be a teacher, not a sales person.

How to find people that want life insurance?

How to Get Leads for Life Insurance
  1. Target a Buyer Persona. ...
  2. Find Prospects On LinkedIn. ...
  3. Offer a Free Life Insurance Consultation. ...
  4. Run Facebook Lead Ads. ...
  5. Build a Content Marketing Campaign. ...
  6. Collect Leads From Listing Sites & Directories. ...
  7. Use Social Media. ...
  8. Optimize Landing Pages for Lead Conversion.

How to sell insurance to people?

Selling insurance to your leads is all about the pitch. You need to present yourself well, speak in the language your prospects understand (no slang or jargon), and demonstrate empathy with their situations. When you put yourself in their shoes, you can better explain how your insurance products will benefit them.

How do I find potential customers for insurance?

5 Ways Insurance Agents Find Clients
  1. Talking With Family and Friends. When you start your new role as an insurance agent, you'll want to share the good news with your family and friends. ...
  2. Promoting Through Word of Mouth. ...
  3. Making Community Connections. ...
  4. Advertising. ...
  5. Using Online Opportunities.

How to motivate someone to buy life insurance?

  1. Create a Comprehensive Customer Profile.
  2. Place a Greater Focus on Value vs. Price.
  3. Uncover the Reason They're Delaying a Life Insurance Decision.
  4. Play Up Benefits vs. Features.
  5. Anticipate and Solve Pain Points.

How do I approach a life insurance prospect?

4 Life Insurance Prospecting Tips to Turn Prospects into Clients
  1. Gauge how much life insurance your potential client needs.
  2. Take an objective approach.
  3. Do a needs analysis.
  4. Be real with your prospects.

How to offer life insurance to clients?

12 TIPS FOR A SUCCESSFUL LIFE INSURANCE SALES PRESENTATION
  1. GET TO KNOW YOUR CLIENT. ...
  2. PERSONALIZE YOUR PRESENTATION. ...
  3. TURN OBJECTIONS INTO SELLING OPPORTUNITIES. ...
  4. USE VISUALS. ...
  5. ASK YOUR CLIENT QUESTIONS. ...
  6. HELP THEM SOLVE A PROBLEM. ...
  7. INCLUDE COMPETITORS. ...
  8. CREATE A REPORT YOUR CLIENT CAN KEEP.

How to sell insurance without being pushy?

How can you be persistent without being pushy in insurance sales?
  1. Know your audience. Be the first to add your personal experience.
  2. Provide value. Be the first to add your personal experience.
  3. Respect their time. ...
  4. Listen and learn. ...
  5. Follow up and follow through. ...
  6. Here's what else to consider.

How is it possible to sell a life insurance policy?

A life settlement is the sale of a life insurance policy to another person or company in return for a cash pay- ment of less than the full amount of the death benefit. A life settlement provider is the person or company that becomes the new policy owner in return for a pay- ment made to the seller.

How do I approach strangers to sell insurance?

Building trust with strangers isn't easy, but there are a few things you can do that will help.
  1. Position yourself as someone who knows the local area.
  2. Try to break the ice and don't go straight into a pitch.
  3. Use yours and their first name.
  4. Always be honest.