September marks Life Insurance Awareness Month, and a chance for MDRT members to re-evaluate their objectives and goals with their clients. I know most MDRT members would agree that their productivity always increases when they have a clear picture of what they want to achieve. If achieving growth in insurance sales is your goal, then focusing on LIFE may help you reach your objectives.
The Life and Health Insurance Foundation for Education (LIFE) is the educational arm of the financial services industry in the United States. The organization’s Web site, http://www.life-line.org/ is an excellent resource for MDRT members to utilize while assisting their clients in making educated decisions about current products available to consumers.
The site contains material you can use at the point of sale or as inserts for your regular client communications. LIFE also produces realLIFEstories, a DVD that contains a series of personal stories depicting the benefits of life insurance in real-life situations. This has proven to be an effective and well-received tool by professionals when speaking to prospective clients.
Since life insurance may be one of the most important purchases your client will ever make, it is important that they feel fully informed about their decision.
As we celebrate Life Insurance Awareness Month this September, I encourage you to stay focused on your goals and help your clients by utilizing the industry resources available to you.
