The DI and LTCI Blog - Your Source for Sales Tips and Advice

Should Insurance Agents Use Text Messages to Communicate with Clients?

Posted by The DIS Sales Team on Fri, Jun 28, 2019 @ 11:06 AM

If you need to send a quick message to a friend, you’ll probably use a text message. But what if you’re dealing with a client? Each day, Americans send more than five billion text messages, according to CTIA. The rise of text messaging has changed the way we communicate. Before you start texting clients, however, it’s important to look at the pros and cons. 

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Topics: insurance agents, insurance marketing, texting, texting with clients

Insurance Marketing: How Good is Your Sales Script?

Posted by The DIS Sales Team on Wed, Mar 20, 2019 @ 16:03 PM

What do successful movies and successful sales pitches have in common? They both rely on a great script. You might not be after an Oscar, but making a sale comes with its own set of challenges, and having a great script up your sleeve helps.

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Topics: insurance marketing, sales script, insurance sales script

Insurance Marketing: The Art and Science of Asking for Referrals

Posted by The DIS Sales Team on Tue, Feb 19, 2019 @ 10:02 AM

To grow your business, you need new leads. For lead generation, few insurance marketing strategies can beat word-of-mouth advertising. So, the question becomes: how can you get leads while making use of word-of-mouth of mouth advertising? And the answer is simple: by asking for referrals.

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Topics: insurance marketing, asking for referrals

Insurance Marketing: How to Customize Disability Insurance by Generation

Posted by The DIS Sales Team on Thu, Sep 27, 2018 @ 11:09 AM

As an insurance agent or financial planner, your target customer audiences likely to consist of three generational cohorts, Boomers, Gen X, and Millennials. While these groups share the critical need to protect income during an illness or injury, the motivations of each group differ widely. The good news is that carriers offer benefits designed to address the concerns facing each age group.

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Topics: disability insurance, insurance marketing

Insurance Marketing Checkup: Are You Ready for Millennials?

Posted by The DIS Sales Team on Wed, Sep 12, 2018 @ 09:09 AM

What do we know or think we know about millennials? Several organizations from Pew Research Center to Harvard University continue to study the phenomenon of generational cohorts assigning attributes, behaviors, economic impacts, and more to each. Most recently, Pew redefined the birth years for millennials to those born between 1981 and 1996. Today’s millennials are between 22 and 37 years old, with the older end being at the threshold for important insurance decisions and financial planning.

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Topics: insurance marketing

Insurance Marketing: 3 Reasons to Embrace Social Media

Posted by Kevin Grauel on Thu, Apr 12, 2018 @ 11:04 AM

In the wake of the Facebook data scandal, CEO Mark Zuckerberg has been peppered with questions about how Facebook works, how it makes money, and what happens to user data. While the answers to those questions may still be unclear, there is no question that Facebook and social media have changed the way advisors do business.

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Topics: insurance marketing, social media

Insurance Marketing: How to Appeal to Younger Clients

Posted by The DIS Sales Team on Tue, Jun 13, 2017 @ 10:06 AM

Have you been reluctant to target millennials in your practice? Based on the sheer size of this generation, they’re a worthy focus. Even more motivating than the numbers (83+ million), millennials are predicted to be the beneficiaries of the largest wealth transfer in history, inheriting $30 trillion in assets from aging relatives. The opportunities for financial professionals are limitless yet some financial advisors struggle to make changes necessary to attract a younger clientele. Follow these tips to prepare your practice to attract and retain Millennial clients.

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Topics: marketing to millennials, insurance marketing

Insurance Marketing: Six Elements of Persuasion

Posted by The DIS Sales Team on Mon, Mar 20, 2017 @ 13:03 PM

You know disability insurance protection is worth the cost of the premium. The trick is convincing your prospects. Persuasion is an important part of your insurance marketing job—so what’s the best way to convince someone to say yes? What does science tell us about persuasion?

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Topics: insurance marketing

Niche Insurance Marketing: Why You Should Become a Disability Insurance Specialist

Posted by The DIS Sales Team on Wed, Jun 1, 2016 @ 12:06 PM

Are you more aware of the need for disability income insurance than you were in April? Now that May’s disability awareness campaign is over, it’s time to make DI a way of life. Consider becoming an individual disability insurance specialist. The industry needs more DI producers and even more importantly, so do working Americans. Need convincing? Here are some solid reasons to consider specializing in disability insurance followed by easy ways to get started.

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Topics: insurance marketing, niche insurance marketing

Insurance Marketing: 3 Reasons to Cross-Sell in 2015

Posted by Dan Steenerson on Mon, Jan 26, 2015 @ 09:01 AM

How are you doing with your New Year resolutions? Just about this time every year, our resolve to adopt better habits begins to dissolve. It is much easier to fall back into our old habits, usually because we forget WHY we wanted to make a change in the first place. Whether you made resolutions this year or not, below are three reasons to resolve to write more long-term care and disability insurance in 2015.

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Topics: insurance marketing, insurance cross-selling