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

10 Prospecting Tips for Disability Insurance Agents

Posted by The DIS Sales Team on Thu, Oct 4, 2018 @ 10:10 AM

The need for disability insurance is strong. According to the Social Security Administration, today’s 20-somethings have one in four chance of becoming disabled during their working years. With odds like that, it seems like everyone should want disability insurance – but not everyone has it. This gap means that disability insurance agents need to reach more people.

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Topics: insurance prospecting, disability insurance prospecting, prospecting tips

5 LinkedIn Tips to Improve Insurance Prospecting

Posted by The DIS Sales Team on Wed, May 24, 2017 @ 10:05 AM

Last year, Microsoft bought LinkedIn for more than $26 billion. With more than 500 million users, LinkedIn’s reach for networking and job searches has no comparison. It’s a powerful tool for lead generation accounting for more than 80 percent of leads from social media. LinkedIn tops the charts for after-sale and customer nurturing. Perhaps the most surprising and undervalued advantage is that a strong LinkedIn profile can improve your ability to be found online in search results.

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Topics: linkedin, insurance prospecting

6 Steps to a Successful Prospecting Plan

Posted by Andrew Gilmore on Wed, Mar 16, 2016 @ 09:03 AM

Financial professionals know prospecting is as much a part of the job as is meeting with clients. Growing a practice takes more than organic growth from current clients. Finding new clients may be even more critical during the first five years in the business. According to a study by Client Wise, despite the importance of prospecting, only around 20 percent of financial professionals have a formalized plan to acquire clients. The irony is that advisors who use a prospecting plan report much higher growth than those without.

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Topics: insurance prospecting, prospecting plan

Seven insurance prospecting tips for a more productive 2016

Posted by Dan Steenerson on Wed, Feb 10, 2016 @ 09:02 AM

You know you need new insurance prospects, but are you putting in the effort to generate them? According to some estimates, 90 percent of advisors avoid prospecting. Don’t be part of this stagnant statistic! Use the insurance prospecting tips below to watch your business grow.

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Topics: insurance prospecting

Networking + Prospecting = Insurance Leads

Posted by The DIS Sales Team on Mon, Feb 9, 2015 @ 14:02 PM

You’ve got some ambitious goals for disability insurance. Our article, How to Foolproof your DI Production in Four Easy Steps offered some ideas about identifying current clients most likely to need disability insurance. Let’s expand that lead pool by prospecting for new clients.

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Topics: disability insurance sales, insurance networking, insurance prospecting