Life Insurance in 2025

Jody Horetski Life Insurance Consultant

Strengthening the Closing Game:

A strong close includes establishing a trusting relationship with your clients through the entire sales process. It’s very important to remind yourself to resist the urge to just jump right into a sales pitch in the beginning phase. It would be better for you to start asking the appropriate questions, then listen intently to the answers to make a caring connection. Before you can be helpful, you need to know your client. If you don’t present yourself correctly from the get-go, before decision time rolls around, you aren’t closing anything, you’re simply selling with no direction.

If you are laying the groundwork properly, you will have a proven path through the sales process that will end up with a strong close that benefits you and your clients.

As an advisor, remember you are selling a solution to a problem and always use the power of stories to make connections with clients.  By always approaching your clients with a sales consultant strategy, you are positioned to earn their trust and better provide an offer that truly covers their specific coverage needs.

Once you’ve closed a case, it is important to make follow-up calls or emails at regular intervals. Included in the message should be a recap of where you left off, what the next steps are, and a call to action to schedule your next appointment.

Wholehan Marketing offers all the support needed to succeed in insurance sales!

Recent Posts

Popular Annuity Riders & How They Work

Annuity Sales Consultant An annuity is a financial contract between a client and an insurance company in which the client hands over a lump sum or a series of payments in exchange for a steady stream of income in retirement. Some annuity features, such as a death...

Why Work With an Insurance FMO ?

President, Wholehan Marketing Occasionally I find myself in a conversation that reminds me not to assume or take for granted the benefits that we, an Insurance FMO (Field Marketing Organization), bring to the marketplace.  Sometimes a rep. that I’m engaging will...

Getting Familiar With Life Insurance Riders

Cody Smith Life Insurance Consultant When it comes to life insurance, some might already know that term life and permanent life are the two most common types of policies. Term offers protection for a specified number of years while permanent offers...

Wholehan Website Updates

Jack Nachtrab Life Insurance Consultant In case you haven’t visited Wholehan’s website- www.wholehan.com -in the past few months, we’ve updated a lot of systems on there including our term quoter, e-applications, pre-screen questionnaires, carrier reference areas, and...

Securing a Whole Life Insurance Policy for Children

Jody Horetski Life Insurance Consultant ~A Financial Head Start for Added Peace of Mind~ When clients think about purchasing life insurance, its usually for themselves and often tend to overlook the idea of purchasing life insurance for their children. Children...