Got prospects?

By Vicky Woodyard


The new year is coming up and we are thinking, "Let's settle down until the New Year." Truth is, it will be here before we know it and when it comes, we will be sitting there with no new prospects.

If you want to get in front of new prospects, make a plan. Get ahead of the game like the top producers; start setting appointments for the new year.

Everyone needs new prospects. If you do not add people to your pipeline, it will run dry.

Been burned? So, go with proof. Pick a marketing company who gives proof, such as recordings with your appointments and time stamped documented notes.

Do a seminar

Seminars are not for everyone, but if they are for you, start planning a date for the new year, look into marketing companies, and compare pricing and quality.

Tight budget?

Follow up with your current client base. Offer them a checkup to check out their current situation. They may have opened something else, or be ready to change. You can even see if they need a life insurance policy, medicare supplement or something else. Why not?

Put your old leads to use

Market to them for a complimentary financial check up. Make sure they are aware of their contract features and benefits and discuss their options, because more options have become available.

Cold call them. Ask them questions like: Have you been loosing money? And have you had your policy reviewed within the last year? This will open up dialogue and get them involved to express they need your help.