How to get people to want life insurance?

Asked by: Einar Schoen  |  Last update: April 27, 2025
Score: 4.9/5 (43 votes)

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 encourage people to buy life insurance?

8 Effective Ways to Generate Quality Leads and Increase Life Insurance Sales
  1. Identify and Understand Your Target Market. ...
  2. Build Relations Within Your Community. ...
  3. Find Prospects on Social Media. ...
  4. Sign-up on Online Directories and Listing Sites. ...
  5. Leverage Cold Calls and Emails. ...
  6. Start Blogging.

How to convince people to get life insurance?

The most proven method is personal prospecting, that is talking to as many people as possible. Telling them what you do and listening carefully. When life insurance meets a need, and you understand the possible client, it is natural for you to help them get the right policy.

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 approach someone to sell 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 I Sold $56,038 Of Life Insurance In 30 Days With Self Generated Leads

23 related questions found

Is selling life insurance a good hustle?

In our opinion, it doesn't hurt that insurance is a lucrative business. You can gain commissions on the plans that you sell, so it's entirely up to you how much you want to hustle. You can also make more money with consistent renewals, so it pays in the long run to have loyal clients.

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.

How to get clients as a life insurance agent?

Let's get started.
  1. Blog posts. If you can, ask your most experienced colleagues: How do insurance agents get clients? ...
  2. Webinars. Content marketing doesn't have to be print-only. ...
  3. Professional partnerships. Referrals are a great way for insurance agents to get clients. ...
  4. Client referrals. ...
  5. Google My Business. ...
  6. Paid ads.

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.

Who is most likely to need life insurance?

Parents, small business owners, retirees and those with dependents could benefit significantly from life insurance policies. Term life insurance is typically more affordable and suitable for young adults, while permanent policies offer lifelong coverage with a cash value component.

How do you persuade someone to buy insurance?

Top Persuasion Tips for Insurance Agents
  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.

Why millionaires are buying life insurance?

Life insurance purchased by wealthy people and businesses is often used as a vehicle for providing liquidity, reducing financial liabilities, and reducing their tax profile.

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.

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.

What age buys the most life insurance?

Gen X (ages 44-59) and Baby Boomer (ages 60-78) claim the highest percentage of ownership at 55 percent and 57 percent, respectfully. Millennial and Gen X generations are significantly more likely to own term life insurance when compared to younger and older generations.

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 get people to buy life insurance?

  1. Cross-Sell Your Existing Book. Cross-selling life insurance to existing clients is a great way to increase sales and profits. ...
  2. Watch for Important Life Changes. ...
  3. Create Referral Engines. ...
  4. Paid Targeted Ads on Facebook. ...
  5. Join Insurance Associations. ...
  6. Become a Public Speaker.

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 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 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 much do insurance agents make per life policy?

Typically, a life insurance agent receives anywhere from 30% to 90% of the amount paid for a policy (also known as the premium) by the client in the first year. In later years, the agent may receive anywhere from 3% to 10% of each year's premium, also known as "renewals" or "trailing commissions."

How do I market myself as a life insurance agent?

11 Powerful Life Insurance Marketing Strategies
  1. Awareness Stage. Drive Customer Engagement Through Social Media. ...
  2. Consideration Stage. Create a User-Friendly Website. ...
  3. Decision Stage. Leverage Online Reviews and Testimonials. ...
  4. Post-Purchase Stage. Develop an Effective Referral or Affiliate Program.

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.

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 hard is it to sell life insurance?

A career as a life insurance sales professional can be challenging. The competition is fierce, and you may experience a lot of rejection before a successful sale. Conducting business in the comforts of your home isn't any different. You should be willing to put in the effort for your venture to grow.