Guidance for New Life Agents

[DHK]

How to Outperform your Past and Rewrite your Future

…in the life insurance business

As a tactical coach to life insurance advisors, I'm tired of watching them just get by because they can't sell professionally. Too many advisors I meet don't have the sales skills they need to deliver their knowledge to their prospects effectively and get the results they want.

Because of that:

· They can't find a prospect and they don't know what to say when they do.

· They can't get enough appointments.

· They don't know how to choose the right product.

· They can't make a good presentation.

· They can't close a deal.

· They don't know how to service their business.

· And they are lost in virtual sales.


What's worse, insurance advisors tend to use business development ideas that apply ONLY TO investment and financial planning practices, and they expect to be insurance all-stars. Except insurance industry all-stars are doing something else altogether.


Hi, I'm Jim Ruta and If you want to be a top insurance sales professional and earn what they earn. Or if you are underperforming your potential today and you want to learn from the best in the business – like Bruce Etherington, Van Mueller, George Sigurdson, and others, you need SOLIS. It's all about what all-stars do.




SOLIS is the new, live, virtual "School Of Life Insurance Sales" dedicated to providing new and veteran life insurance advisors the professional sales skills they need to build their best business. A monthly subscription program you can start anytime, SOLIS uses a conversational approach between world-class coaches, trainers, and top life insurance advisors and me. We will cover every aspect of the professional sales process and discuss it in detail with a top producing practitioner.

You'll learn timeless truths, time-tested strategies and tactics, and new ideas that boost your business. You receive recordings of each session, educational handouts, a subscription to Advisorcraft Online coaching reports and podcasts, and exposure to some of the best advisors in the world. This way you can model the best in the business.

Get more details at SOLIS - School of Life Insurance Selling or contact me, Jim Ruta at [email protected].

 

[DHK]

If you're in the forum's Professional Life Agent Insurance Discussion Group (slightly renamed so I can just call it PLAID), we've been continuing our Group Expert Series of webinars!

March: David McKnight... yes, THAT one!


Also in March, Kelly Smith, CLU, ChFC discussing Pre-Leveraged Contributory ESOP plans:


April: Tyson Bailey on creating digital marketing systems:


May: Tom Hegna... yes, THAT one, discussing how to help your clients become millionaires and his upcoming book (still yet to be published) and *I* will be quoted in it!


June: Douglas Eze, an MDRT Top of the Table producer:

 

[DHK]

July: Antonio Filippone, an MDRT Top of the Table producer discussing adult educational workshops:


August: @HoosierLife, yes from right here on the forum, discussing his CRM program:


September: Barry Rutten, CFP discussing Objection Avoidance and Objection Handling - this is VERY good!


October: Dr. Sanjay Tolani (372 TIMES MDRT production last year!) Just a wonderful presentation by a true master of this business and, quite possibly, the TOP INSURANCE AGENT IN THE WORLD!!


So yeah... we've been busy.

If you're not in the Facebook group, you're missing out!

 

[DHK]

NAIFA National Advisor Ambassador Program has invited me to share my presentation on The 7 Greatest Lessons I've learned about selling life insurance!

July 16th at 12pm Eastern, 9am Pacific!

Register here:

NAIFA's Advisor Ambassador Program

Join us for NAIFA’s advisor development program, the Advisor Ambassador Program, to learn from the best while sampling professional benefits that come with NAIFA membership.

members.naifa.org

 

[DHK]

IT'S OUT! My long-awaited white paper on fiduciary is now out and available to download FOR FREE!

Fiduciary Duty

No one is talking about the facts surrounding fiduciary duty. David Kinder believes that the narratives being shared from both pro-fiduciary and anti-fiduciary lobbying efforts do NOT serve the insurance and financial services community, let alone the consumer. This is regardless of insurance-only licensing, broker/dealer licensing, RIA-only, or any combination of licensing. Regardless of holding CFP designation, representing yourself as a "Fee-only" CFP, or Fee-based. This confusion does not serve anybody.

This Is Not About Your Heart, Your Intentions, Or Your Competence.

He believes that most professionals who pursue and earn industry designations and belong to industry associations are looking to serve their clients in the best ways possible while also doing well for themselves. This is about understanding the fiduciary standards as they apply (or not) and what they mean. Download the entire white paper for an in depth review of Fiduciary Duty.

Author: David Kinder, RFC®, ChFC®, CLU®

Fiduciary Duty - White Paper

Fiduciary Duty No one is talking about the facts surrounding fiduciary duty. David Kinder believes that the narratives being shared from both pro-fiduciary and anti-fiduciary lobbying efforts do NOT serve the insurance and financial services community, let alone the consumer. This is regardless...

store.iarfc.org

 

[DHK]

This kid is AMAZING! Now, I'm posting this so you guys can have a video of a 5 year old geting his labs done BI-WEEKLY because of childhood cancer. Yes, of course that's sad. But I'm posting it because sometimes we think that our clients are afraid of needles and getting a real medical exam done.

If this five year old can do it... our clients can do it to ensure their insurability.

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