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Looking to grow your life insurance sales? As a P&C agent, you already have strong client relationships, making life insurance a natural addition to your offerings. Here are a few proven strategies to help you increase sales and provide more value to your clients:
✔ Incorporate Life Insurance into Annual Reviews – Use policy check-ins to discuss life insurance needs and identify coverage gaps.
✔ Ask the Right Questions – Simple questions like “How would your family manage financially if something happened to you?” can open the door to meaningful conversations.
✔ Leverage Bundling Discounts – Show clients how combining life insurance with their P&C policies can be both convenient and cost-effective.
✔ Educate on Affordability – Many clients overestimate the cost of life insurance. Breaking down the numbers helps them see how affordable protection can be.
✔ Target Major Life Events – Marriage, new homes, children, or career changes are ideal times to introduce life insurance as a key financial safety net.
By incorporating these strategies into your daily interactions, you’ll not only increase your life insurance sales but also strengthen client relationships and retention. Let’s connect to explore how we can support your growth in life insurance sales.
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