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Client Acquisition Academy

Public • 255 • Free

4 contributions to Client Acquisition Academy
Your Unique Value Proposition
I posted a video in the Client Acquisition Academy Make sure you watch the video before posting your comments and questions. Post your UVP here and we will help you improve it so that you can easily connect with your ideal client.
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New comment 20d ago
Your Unique Value Proposition
1 like • 28d
Life is full of the unexpected. I guide and support you along your path. We work together to create a plan that will give you peace of mind that you will be able to have the life you have envisioned.
1 like • 27d
@Ermos Erotocritou divorced and widowed women. Typically they are 50+.
How to tackle the top 4 objections when selling permanent insurance
Gather round folks, it's time for a masterclass in selling permanent insurance. I've been around the block more times than I can count, talked to more business owners than there are memes on the internet. Today, I'm gonna spill the beans on how to tackle the top objections you'll face when selling permanent insurance. Buckle up, 'cause we're diving in. First things first, objections aren't just what people say out loud, it's what they're thinking in the dark corners of their minds that can really trip you up. So, you gotta be one step ahead, like a chess grandmaster plotting their next move. Pre-deliver those answers like you're handing out candy on Halloween, and watch those objections melt away like snow in the spring. Number one on our hit list: "I don’t want to lose access to my money." Well, who does, right? It's like giving away your lunch money and hoping it magically reappears. But fear not, my friends, with permanent insurance, it's like stashing your cash in a secret vault with a VIP access card. You still got it, it's just hanging out in a safer place. Now, objection number two: "I don’t want my kids to have too much money." Ha, classic. Listen up, folks, if your kids haven't turned into spoiled brats by the time they hit 18, they're probably safe. But hey, here's the deal: your money's gotta go somewhere, and last time I checked, leaving it to the government wasn't high on anyone's wish-list. So, let's plan ahead and make sure Junior's future is secure without turning them into trust fund babies. On to number three: "I need to run this by my accountant." Well, ain't that just a fancy way of saying "gimme some time to think about it"? Don't sweat it, folks, invite the accountant to the party. It's a win-win. You get a new COI, your client gets some peace of mind, and everyone's happy. Last but not least, objection number four: "I don’t need more insurance/any insurance." Now, I'm inclined to agree with most folks on this one. Term, shmterm, am I right? But here's the kicker: permanent insurance isn't just about covering your butt, it's about building a fortress of financial fortitude. Tax-free income, low volatility investing, it's like having your cake and eating it too. So, let's rebrand this bad boy. It's not insurance, it's a ticket to "financial freedom".
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New comment Apr 11
How to tackle the top 4 objections when selling permanent insurance
2 likes • Apr 7
My kids are grown, I don't need it.
Existing clients
Anyone have any ideas on how to get more of an existing clients investable assets?
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New comment Apr 25
3 likes • Mar 25
I usually use a story that has happened to clients with the assets spread everywhere - I have a real life example. The typical reason I get for this is they are going off the principle of they don't want their eggs in one basket, thinking they are diversified.
Round Tables/Study Group
Is anybody interested in a Study group virtually? Or is that something that will be integrated into this platform down the road?
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New comment Apr 4
2 likes • Mar 25
I am interested in participating in this group as well.
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Deanna Venn
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11points to level up
@deanna-venn-7659
I am a Certified Financial Planner. I help people relieve their financial stress. Agriculture and divorced/widowed people are my areas of expertise.

Active 20d ago
Joined Mar 19, 2024
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