Blog Feed

Posted on

3 Step Systems for IMO, FMO, NMO, MGA, GA to Get More Agents and Advisors in 2020

This is what the most successful IMO, FMO, etc.… is doing to get more leads and generate more income✅

🔵 Step #1 Find your dream client

Your competitors target their ideal agents and advisors where they usually hang out online. In most cases, it is Facebook, LinkedIn, and Google. That’s exactly where your dream agent is hanging out too! So better pay attention to it. Don’t focus on one or two strategies; try exploring the opportunities that are available in today’s technology advancement. Recommended Solution: Insurance Texting + e-Recruiting = $$$

🔵 Step #2 Attract to get them into your business

Email, SMS, and Social Media marketing strategies are some of the best combinations to get in front of qualified agents and advisors. These platforms can push them towards a landing page where they (competitors) add some benefits and gifts as an exchange for the contact details of the agents and advisors. Once they have the email address of the potential agent, they can follow up with them and have a much higher chance of winning the top agent who can produce $$$. If your ad leads to a regular website, your marketing strategy needs immediate surgery. Recommended Solution: Call Patricia Berry at 702-458-9833 ext. 101. She can customize a proven marketing solution for your business to grow in 2020.

🔵 Step #3 Short Video & Booked Appointment

Third, they show a short video that educates their ideal agents and advisors and gets them to schedule a call.

Then the ideal agent/advisor can schedule a call automatically – boom! Hello $$$ 🙂

Simple right? But don’t let the simplicity fool you, because, according to our experience, those systems are generating up to 30+ new qualified leads each month automatically with guarantees!

If you would like to know if a system like that could work for your business, I am happy to inform you for free.

Schedule your call here or you can leave a comment below for questions and other concerns.

Posted on

What You Don’t Know About Selling Life and Annuity

Scenario 1:

When you initially got into the sales field for the insurance industry, your major emphasis was simply on discovering potential customers. As for your initial plan, you will look for someone who is willing to sit down with you and listen to what you will offer. You contacted your friends, family and everyone you knew. You asked everyone for referrals. You made cold calls. You purchased leads as well as sent out sales letters. You discovered your sales manuscript and also you shut a sale with practically every person that rested down with you.

Here’s another scenario:

You repeat the plans and actions that you did on your first successful sale. However, the sales letters you were sending out every month were obtaining you a couple of brand-new leads. And the leads you were purchasing were producing a couple of appointments. You still really did not have sufficient sales.

You located there were hundreds of business that proclaimed to have the finest leads, or the finest lead generation system on the market. You are still shutting a sale with nearly every person you, in fact, fulfill with. You do not have trouble making sales.

Currently, you determine to attempt some of the various other lead firms out there.

Are these scenarios sound familiar to you?

Well, it’s a very usual tale that we have actually listened from time to time from hundreds of agents and advisors. And the truth is, the bulk of these representatives … “Do not Know, What They Do Not Know!”

What you do not understand is … If you are getting in touch with adequate individuals, you will certainly constantly make some sales, no matter how inefficient you are at shutting sales. The majority of representatives desire to think they are great at making sales when the reality is that they are just making sales since they simply take place to stumble on a very easy sale every as soon as in a while.

The point is, regardless of the fact that you are the worst salesperson on earth; you will close sales if you will always contact people. Most agents/advisors want to believe they are actually good at making sales, but the truth is, they are only making sales because they just happen to stumble on an easy sale every once in a while.

The bulk of the business that offers leads and leads systems and also many employers are prepared to take complete benefit of your circumstance. Also though many of these firms recognize that it’s not what these representatives actually require!

If you wish to actually do well in this service after that shed this right into your memory …

“It doesn’t matter how many prospects you get if you don’t have the sales skills needed to turn the majority of those leads into an appointment and then into a sale!”

There are a couple of excellent lead employers, firms and also instructors that are prepared to invest the time to assist you to discover as well as grasp the sales abilities required to guarantee your lasting success in the monetary solutions sector. They are tough to locate and since they use really specialized individual training, they often tend to be extra pricey.

The most effective lead instructors, employers and also firms will certainly reveal you just how to take your list building to a brand-new degree by concentrating as well as specializing prospecting initiatives on locating your optimal potential customers. They do not quit there!

You’ll likewise find out the crucial sales abilities required to transform each of your sales introduces a strong sales appointment. You’ll find out just how to establish sales appointments by concentrating on addressing the possibility and also determining’s prompt issues … not by concentrating on your products/services, rate, financial investment returns or your qualifications. You’ll find out exactly how to ask the appropriate inquiries that assist your leads to persuade themselves why they need to meet you.

And also, you’ll discover just how to perform a complete, emotion-based, fact-finding meeting that will certainly obtain your leads to inform themselves what they truly desire and or required. And also, you’ll find out exactly how to utilize that info to shut 9 out of 10 sales.

Yes, all of it begins with locating a possibility! Simply as vital for your long-lasting success, you need to discover and also grasp the abilities required to establish appointments and also close sales.

Remember: “It doesn’t matter how many leads you get if you don’t have the sales skills needed to turn the majority of those leads into an appointment and then into a sale!”

We’ll help you get business placed and not just contracted.

If you’re looking to Recruit Nationwide then let’s get a call scheduled!

Contact us at 702-458-9833 x 102 now to learn more.

Posted on

Selling Insurance During the Holidays

The holidays bring out the best in all of us. When we interrupt our lives to give, socialize, and celebrate, a funny thing happens. We become more sentimental and more grateful for our everyday blessings – such as good health, a loving spouse, and spirited grandchildren.

However, the holidays don’t always bring out the best in our insurance sales results. Many insurance agents have been tempted to relax efforts amidst all the joy. After all, no one wants to buy (or sell) insurance during the holidays – right?

Today, I’d like to challenge that assumption.

In fact, the holiday season may be one of the best times to offer paycheck protection.

Here’s why:

While the holiday season is uncovering a kinder, gentler you, it’s also inspiring a little introspection for many of your prospects.

They’re making their lists, checking them twice, and discovering there aren’t that many tangible things they really need. If you don’t believe this, watch and see how many gift cards are exchanged.

More than stuff, what people really yearn for is peace of mind – the contentment that comes with knowing that the family will be financially secure no matter what happens.

Let me guess … you agree that peace of mind is important, but you’re still squeamish about the idea of selling during holidays?

You’re not alone. To clear this mental hurdle, you to need to re-categorize the important work you do. You’re not just selling – you’re sharing an essential gift. You’re not just earning a living – you’re saving a financial future.

Gift #1: Insurability. Everyone is invincible until the day they’re not. And, everyone is insurable until the day they’re diagnosed.

Gift #2: Financial security. It can be difficult to get prospects to slow down and think about what’s at stake in the daily hustle and bustle. However, during the holiday season, your clients are already in a more reflective state of mind. They’re more aware of their blessings and their vulnerabilities. They’re also more generous (just ask charities and nonprofits). It’s an ideal time to ask them to consider protecting what matters most.

Gift #3: The feel-good factor. When you buy things – like shoes or smartphones – the warm feeling may last a day, maybe even a week. When you buy experiences, the satisfaction lingers for years. What’s heartwarming is the feel-good feeling of securing income protection.

For your client, it evokes the personal pride of doing the right thing for their family. Offer your clients, financial security, and the feel-good factor. Your business will skyrocket. 🙂

Let us help you recruit quality agents and advisors TODAY! Check out our website to place your business now through 2019 and 2020!

Posted on

5 Myths about Financial Advisors: Time to End the DIY Approach

More often than not people are putting off talking to a Financial Advisor (FA), thinking they’re all the same, prefer a Do-It-Yourself approach or just aren’t sure why they need one. After all, who would want a stranger telling them what to do or where to put their hard-earned money? However, once you understand how Financial Advisors function, you’ll realize the advantages they can bring to help you reach your financial goals.

To help put your mind at ease and find an advisor you can trust here are some of the few myths about the process:

  1. Every Investment Decision Comes from the Financial Advisor

To set this straight, FA doesn’t decide for you. They merely advise you and make recommendations based on investment knowledge, research on current trends and status of the industry and education but it’s still up to you to decide whether to follow the recommendations and offers presented. You’ll always have the final say.

2. Financial Advisors Have Control  Over Your Money

Financial Advisor doesn’t have control over your money. They can only point you in the right direction as to what financial products you can invest in that would fit your needs. You’ll have easy access to your funds at any time with most personal accounts like IRA though there are tax implications. However, with an investment such as annuities which are long-term contracts, it may restrict your ease of access until a certain time.

3. You Can’t Change Your Advisor

Definitely not true.  You’re not locked into using an advisor’s service. If you’re no longer happy or satisfied with their service for any reason you can move it to another agent of the same company or withdraw it altogether.

4. FA’s Only Recommend Investments That Benefits Them

FA’s are legally obligated to point you in the right direction. Towards investments that benefit you and recommend investments based on what’s in your best interest above all regardless of their compensation.

5. You don’t make enough to afford a Financial Advisor

Regardless of how much you have in your bank account, you can work with a Financial Advisor as long as you have a steady income. Plus, having a preliminary consultation to discuss your needs, knowing the options and analyzing your goals doesn’t mean you’re obligated or bound with the advisor.

It’s challenging to find an advisor you trust but the value they bring in helping you prepare for retirement is more than enough to start. Seek an advisor! Begin the conversation on being honest about where you are and where you want to go. Always remember that their job is to help you reach your goal, not to make money at your expense!

Need insurance? Want to connect with a Financial Advisor?

We can help! We are working with TOP IMO’s and FMO’s. Contact us at 702-458-9833 x102 | dm@clientsatuir.com

Posted on

Insurance: Is it Important?

Insurance is a bit tricky. It’s far from buying shoes or a shirt. When you buy the insurance you’re buying a promise. It’s the promise that if something disastrous happens to your business, your carrier is going to assist you in making it whole again. However, there are times that it’s tempting to question the value of insurance since it is an intangible product.

Let’s take a moment and discuss a few reasons why insurance is important.

Insurance Keeps Business Moving

After the 9/11 attack, some insurers began excluding terrorism. But the federal government decided to step in and require coverage so business will keep moving. Clearly, insurance prevented many businesses from avoiding terrorist-targeted operations, such as refineries and chemical haulers.

Lenders Require Insurance

Lenders require that you have insurance. Mortgage lenders want proof of insurance before you buy or build. Without insurance, your business model can’t get the funding it needs to evolve and better compete.

Some States Insurance is Mandatory

In Wisconsin, auto insurance is compulsory. Worker’s Compensation is another example of compulsory insurance required in most states.

Put Your Mind at Ease

Insurance is the entrepreneur’s safety net that lets them explore the opportunity. Business owners can now take on certain business ventureswith less worry about the risks.

Secure Your Loved One’s Well-Being & Business Stability

When things go wrong insurance is a safety net. It can support the life of a family should a member be lost. The same goes for business, if a member or piece of equipment goes out of commission, it can still carry on.

Protects the Small Business

In any industry, there will always the “Big Guys” and the “Small guys”. In some cases, when risk goes wrong small guys sell out to the big guys. If a number of small guys leave the industry and the big guys swallow them up, then we’re left with monopoly. With insurance these small guys have support which means they stick around longer and prevent monopolies from forming.

Need insurance? Connect to your local insurance agents now!

Posted on

5 Important Things That an IMO Should Do/Provide for Their Insurance Producers in 2019-2020

Approach each producer with the idea of helping him or her solve a problem or achieve a goal, not of selling a product or service.

The independent market does not do a truly great task of evaluating their own field concerning what they try to find in an IMO.

Having actually been around business for greater than two decades and also have actually chatted with hundreds of agents/advisors concerning their wants and desires from their IMO, I assumed I would certainly create a listing of the leading field demands I have actually listened to over the past couple of years.

With that being said, you should consider the partnership with your IMO or FMO and just how much of the following they provide for you.

1. Proven Prospecting Programs

As an independent insurance representative, you need to look to your IMO to supply you with accessibility to tried and tested prospecting programs. Every insurance technique, no matter its size, requires advertising as well as prospecting. Beginning up any kind of service needs resources, and also if needed, look out for IMO companions that can supply you with repayments for your prospecting programs.

2. Practice Support/Management

What many advisors/agents fail to understand is that standardizing the business processes directly leads to more and bigger sales, plus more referrals. In other words, you’ll get the chance to help more people. That being said, your IMO ought to be helping you in creating your practice as well as ought to have a program leading experts to enhance their trustworthiness, referability, sales, and also general satisfaction of their techniques.

3. More Sales Training (Not Just Product Training)

Sales training is not just for beginners. It’s applicable to all even if you’ve been into business for 5 to 20 years. So look for an IMO that supplies programs to enhance your non-traditional sales strategies to get more qualified prospects.

4. Branding and Marketing Support

To boost your technique as well as take on the well-known monetary companies, you require having an established branding and advertising materials that will aid in communicating the goals and important details why you are in this organization. Most agents and producers aren’t trained in creating their own designs. In addition, attempting to do it on your very own ways only means that there is a high possibility that your products will not deliver great results. Moreover, lots of IMOs do not supply this solution either because of its costly price.

Despite that, you still need to ensure that your IMO will provide you branding and marketing support to assist you in expanding your organization with little or no expense.

5. Collaboration Opportunities

If you just desire to broaden the offering of financial vehicles within your method, yet still keep your insurance procedures without encountering obstacle after difficulty, you should look for an IMO who’s partnered with a BD [Broker/Dealer] or RIA [Registered Investment Advisor] that comprehends the crucial duty of insurance and also annuities in a total monetary strategy.

Seek an IMO that:

·        Efficiently created and also introduced several items with numerous insurers.

·        Constructed items that rate at the top of the sales graphs.

·        Hits and sets sales documents for the business it stands for.

·        Establishes game-changing, patent-pending designs for products.

Profit counts! We have the tools and the know-how to launch profitable recruiting and advertising campaigns that will drive top producers to your doorstep without draining your internal staff.

Call us at 702-458-9833 x 101 or send your message at dm@clientsatuir.com to place your business today!

Posted on

Tips to Get DIY Investor to Work with an Advisor

Most DIY investors can find low-cost access to U.S stocks given the increasing efficiency of equity markets but fixed income is another matter.

According to recent research do-it-yourself investors are at a disadvantage to their peers who are professionally advised when it comes to investing in other fixed-income instruments and bonds.

Show them the advantages of having an Advisor!

  1. Advisors teach you the ropes

In a survey of more than 2,000 Americans, 1 out of three investors (35%) understands fixed-income investment without having an advisor, compared to nearly two-thirds (64%) who have worked with an advisor.

  • Investors have more opportunity to ‘win’ when with an advisor

Similarly, more than 60% of respondents with an advisor reported they have some allocations to fixed-income investments versus the 25% of those who don’t have an advisor. Plus, working with an advisor provides a certain appetite for risks like the 27% who expressed some or strong appetite for risk with no advisor compared to the 42% who have an advisor

  • Advisors debunk misconceptions like:

•    The same level of risk is provided by all bonds

•    Equity returns cannot approach fixed income returns

•    More skills and knowledge are required in investing in equities than in fixed income

•    All bonds to maturity must be held by investors

•    In deciding which bonds to add to their portfolios, taxes should never be a consideration.

The investor must believe in your service and knowledgeability.

Posted on

How Can Insurance Companies Benefit from the SMS Marketing Trend to Place More Business?

The insurance industry has come to view SMS as a cost-effective way to communicate. It is used for everything from sending one-time passwords, notifying the staff of system errors and daily operations.

More and more, insurance companies are seeing the possibilities that SMS offers to their business. It has gone from being just an internal communication tool for improving dialogues with customers that is an integral part of the business.

Builds Relationship and Business Growth

Texting opens a lot of opportunities to find new clients, increase sales and build a relationship with the customer and not just simply connecting. Patricia Berry, CEO, and Owner of UIR Media has worked with many personalities in the insurance industry. She offers her firsthand knowledge of the opportunities and trends that are developing:

“The industry (insurance) has a lot to gain from integrating SMS services with their CRM. This is the chance to automate and simplify the work of sales and marketing. We’ve witnessed an increase in the use of SMS to improve the impact of the business campaigns. This method is undeniably strong and affordable.

With the use of an SMS campaign, you can establish a focus on customers and leads interest. Knowing that, you can make sure your follow up campaigns have the right message directed to the right target.”

We typically use SMS to client-agent communication sending meeting confirmations and reminders. This may seem like a small action but it does save countless hours overtime. It also increases productivity because they don’t have to waste their time waiting for a meeting that the customer doesn’t end up showing.

Other Possible Use of SMS in the Business:

• Customer Service

• Create more sales with existing customers

• Notify customers of their insurance contracts running out and send a new agreement

• Create a survey for customers

Want to upgrade your marketing strategy? We can help you! Just call us at 702-458-9833 x 102 today!

Posted on

Top 5 Reasons Why Our Clients Love Us

Customer fulfillment is the top priority for us at Ultimate Insurance Resource. Figure out exactly how we go above and beyond here, with the top 5 reasons why our customers love us.

Your partnership with your advertiser is always built on trust. As advertisers that genuinely give worth as well as pay attention to customers, we truly value and comprehend that greater than any person.

We have actually stood alongside with much of our pleased clients for many years, which is why we wished to share several of their preferred factors for picking Ultimate Insurance Resource.

1. We are writing targeted content for client’s campaigns.

With our adaptability, research skills, and flair for writing words, our experienced and professional writers ensure that each campaign will contain targeted content to match the needs and desires of their audience. And to help our clients, we make sure that our Call-to-Actions will certainly give amazing leads that convert to sales ($$$).

2. We design and create eye-catching ad campaigns.

Our designers are all professional and have a good taste when it comes to choosing the color theme of the ad, perfect image to use, call to action buttons, typography, and more. With the help of their creativity and natural skills, our designers have the capability of communicating the message of the ad campaign through their designs.

3. We send the client’s campaign right on time.

At UIR, time is indeed precious. Because of that, we want to make sure that the ad campaign of our clients will be run according to the provided and opted schedule of our clients. Once their ad campaign was sent out for their scheduled run date, we immediately send them an email notification to inform them that their ad campaign is already running. Bottom line – customer support will always be given.

4. We measure results.

After sending the customer’s marketing campaign, we make sure that they will certainly obtain the very best outcomes.  We keep an eye to their leads and make a quality check to avoid giving bad leads to our clients. In addition to this, we will certainly re-run their advertisement for complimentary to offer over 30 leads if they obtain below 30 leads.

5. We go above and beyond to personally help our clients.

Here at UIR, we ensure that all of our client’s concerns will be fully taken care of. From creating their ad, lead generation, up to the sales calls – we keep everything in place to increase customer satisfaction through regular communication.

Customer retention is one of the most important things when running a business due to the fact that existing clients are much easier to upsell and also even more rewarding than frequently getting brand-new clients while having a high turn over. And because we have mastered the art of customer retention, we are very proud to share with each one of you some of the great feedback we got from our clients.

I am extremely pleased with the results! Thank you, guys, for working hard on our campaign.  We really do appreciate it! I am looking forward to finishing the year strong!

— Symmetry Financial Group

Thank you, UIR for your ongoing efforts in making the best email campaign for us! I sold a 1 Million Life Case last year – and this will never happen without the help of UIR!

— Jim Moseley, Moseley McGill Brokerage

You guys are doing a great job for us. Thanks, UIR for giving an exemplary marketing service!

— Jeff Zwick, Unkefer & Associates, Inc.

Ultimate Insurance Resource (UIR) is doing an amazing job! You have exceeded our expectations when it comes to providing a good email campaign.

— Brandon George, Impact Partners

UIR from day one has always been there to help us grow our business. They regularly offer suggestions, share ideas, and articles that can have been useful to our marketing strategies. Each time UIR has delivered on their promises and done it in the most cost-effective way.

— Jason McClellan, President  & CEO at Insurance Advisors Direct-Agency, LLC

I had the pleasure of working with UIR on lead generation and email marketing campaigns. She is incredibly resourceful in helping to create direct marketing pieces that generate results. If you have the need for qualified leads I highly recommend you contact Ultimate Insurance Resource.

— Susan Dennis, Marketing Thought Leader for Financial Industry
Design a site like this with WordPress.com
Get started