Better protect your book of business from competing brokers & discover new income sources with clients you already help
Article by Dean Walsh, FLMI, AAPA, ACS | Mgr, Annuity Sales & Marketing
For producers, an easy way to grow their income is to make sure their clients are aware of the numerous lines of business they have access to. Each appointment can serve as an opportunity to remind clients of all the different ways in which they can be of service. Personally, when I make an insurance proposal to friends and family, I always start with a statement such as:
Today we’re going to put together a plan to ensure that your family is protected (or whatever we’re trying to accomplish at that time), but before I start let me remind you that I am also licensed to help you plan for the following:
It’s not enough to just put those words on a business card. In fact, many clients don’t fully understand what the words Annuities, Disability Income and Long Term Care actually mean. By taking just a few moments to increase their client’s awareness, our producers can better protect their book of business from competing brokers and discover new income sources with clients they already work with.
The more your producers are aware that you are their comprehensive brokerage resource, the easier it will be to keep them. If they don’t know what you can do, they’ll find it somewhere else.