BSMG Blog: Protecting the Future of Families and Businesses

Adding Marketing to Your Life Insurance Sales Strategy


The number one reason that people purchase life insurance policies is to protect the ones they LOVE. All too often we hear horrible stories of people who unexpectedly pass away and their families are left scrambling. Life insurance can be a difficult topic to talk about but finding the time to discuss it with your clients is so important. Life Happens is a website that advocates for life insurance awareness. They create campaigns that are dedicated to educating people on the important role life insurance can play in their lives. One of these campaigns is "Insure Your Love" and it's a great way for you to start the conversation with your clients!

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Financial Advisor Marketing Tips: Words that Work


Most Popular Sales Pitch...

It's amazing the amount of content that a simple query brings up in a Google search. Page after page of things you should say, things NEVER to say and prospecting phrases that are sure to bring in business. It isn't as simple as canned pitches. Our industry isn't a catch all, every client is truly unique and should be treated as such. Upon searching we stumbled upon an article from InsuranceNewsNet that discusses 10 Financial Phrases to Ban... and What to Say Instead. Below, we've shared the phrases we found most helpful, along with other powerful financial advisor marketing tips.

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Four Ways To Grow Client Interest in Annuities

 

Fixed indexed annuities posted $16.2 billion in sales through June 30, which is 30% higher than the same period last year...Fixed indexed annuities attained their highest-ever annual sales total last year, reported InvestmentNews.

How are you presenting annuities to your clients? Do you tee up the conversation before just jumping straight into why they should purchase an annuity? Often clients will become reserved if someone recommends the purchase of an annuity without totally comprehending the details of what the product really is and can do. The best way to present annuities to your clients is through story telling; paint a picture with the most favorable outcomesIf you describe all the advantages annuities offer to secure retirement, then explain the product, your client is more likely to be receptive and willing to purchase an annuity. 

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9 Key Steps to Nurturing Life Insurance Leads

We're sure you know that you can't grow your business without growing your sales pipeline. Successful sales lead management begins with identifying prospects who have expressed an interest in your products or services. Life Insurance leads can come from a variety of prospecting efforts such as lists, social media, direct mail or email. Regardless of how you find these leads, it is important to always nurture them, a forgotten lead is unlikely to become a customer. Below are tips on how to handle and track each new lead as well as grow your lead base.

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Best Practices For A Financial Advisors LinkedIn Page

8 Ways to Make Your LinkedIn Page GREAT!

Today you can find information about almost anyone with a simple Google search. Having a top notch LinkedIn page is a great way to market yourself to future prospects and clients alike. If a prospect were looking for a new financial advisor and stumbled upon your page, you want to make sure what they see entices them to give you a call!

Read More: Financial Advisor Prospecting- 7 questions to help you acquire new clients.

These 8 Tips are sure to get your profile noticed...

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10 of the Best Financial Advisor Tools

Technology is constantly changing and evolving, just when you think you have figured something out there is a new upgrade or add-on that will make it even better. Now more than ever it is crucial for financial advisors to utilize and understand the tools available to them. So, to help you along the way BSMG has compiled 10 of the top tools that successful financial advisors and insurance professionals simply can't live without. 

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