3 Additional Effective Techniques for Closing Insurance Sales

03/31/25 • 12 min

Agent Survival Guide Podcast

Listen to learn about powerful strategies for closing insurance sales! Read the text version

Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

Resources:

4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655

4 Tips for Making a Better Insurance Sales Pitch: https://ritterim.com/blog/4-tips-for-making-a-better-insurance-sales-pitch/

Empower Your Prospects to Act Before Turning 65: https://ritterim.com/blog/empower-your-prospects-to-act-before-turning-65/

Interview – Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/

Interview – Relationship Marketing Strategies for Insurance Agents: https://ritterim.com/blog/interview-relationship-marketing-strategies-for-insurance-agents/

References:

Schultz, Mike. “50 Powerful Sales Questions.” RAIN Group Sales Training, RAIN Group, 27 June 2024, https://www.rainsalestraining.com/blog/50-powerful-sales-questions.

Curtis, Matthew. “‘Don’t Answer a Question with a Question!’ Were You Ever Told as a Child It’s Rude?” M4C Business Leadership & Sales Consultancy, 6 Sept. 2019, https://www.m4cltd.com/don-t-answer-a-question-with-a-question-were-you-ever-told-as-a-child-it-s-rude.

Schipperen, Thomas. “Mastering Sales Uncertainty: Adapting the Ben Franklin Technique for Modern Consumers.” Lepaya, https://www.lepaya.com/blog/ben-franklin-sales-technique. Accessed 28 Feb. 2025.

Brooks, Alison Wood, and Leslie K. John. “The Surprising Power of Questions.” Harvard Business Review, Harvard Business Review, 1 May 2018, https://hbr.org/2018/05/the-surprising-power-of-questions.

Aljets, Paul. “What Ben Franklin Got Right (and Wrong) about Data-Driven Decision-Making.” LinkedIn, 1 Aug. 2019, https://www.linkedin.com/pulse/what-ben-franklin-got-right-wrong-data-driven-paul-aljets/.

Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Not affiliated with or endorsed by Medicare or any government agency.

Listen to learn about powerful strategies for closing insurance sales! Read the text version

Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

Resources:

4 Effective Techniques for Closing Insurance Sales: https://lnk.to/asg655

4 Tips for Making a Better Insurance Sales Pitch: https://ritterim.com/blog/4-tips-for-making-a-better-insurance-sales-pitch/

Empower Your Prospects to Act Before Turning 65: https://ritterim.com/blog/empower-your-prospects-to-act-before-turning-65/

Interview – Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/

Interview – Relationship Marketing Strategies for Insurance Agents: https://ritterim.com/blog/interview-relationship-marketing-strategies-for-insurance-agents/

References:

Schultz, Mike. “50 Powerful Sales Questions.” RAIN Group Sales Training, RAIN Group, 27 June 2024, https://www.rainsalestraining.com/blog/50-powerful-sales-questions.

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Not affiliated with or endorsed by Medicare or any government agency.

Previous Episode

When to Recommend Life Insurance Based on Its Tax Advantages

Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run! Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources:

Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651

Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/

Signs It’s Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/

The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L

The Top 5 Products to Sell During Medicare’s Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide

References:

Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025.

“Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025.

Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025.

Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025.

Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/.

“Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025.

Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/.

Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html.

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesa...

Next Episode

The Best Appointment Schedulers for Insurance Agents

Free up your work week by using a digital appointment scheduler. Spend more time with clients and less time managing your calendar. Read the text version Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Resources:

3 Insurance Business Tools You Absolutely Can’t Live Without: https://ritterim.com/the-ultimate-agent-resource-list/

Best Practices for Video Calls: https://lnk.to/8jc7x9

Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/

Free eBooks & Guides: https://ritterim.com/guides/

Get Your PlanEnroll Site: https://ritterim.com/planenroll/

How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C

Meet Your Sales Specialist: https://ritterim.com/meet-your-sales-team/

MedicareCENTER: https://ritterim.com/integrity-tools/#medicarecenter

What Are Agents Responsible for Under HIPAA: https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/

Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/

The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/

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Appointment Schedulers:

Acuity: https://acuityscheduling.com/

Google Workspace: https://workspace.google.com/resources/appointment-scheduling/

Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app

OnceHub: https://oncehub.com/

SimployBook.me: https://simplybook.me/en/

References:

Lurie, Matt. “20 Integrable Scheduling Tools for Small Business Systems.” Ruby, 11 Nov. 2024, https://www.ruby.com/blog/20-of-the-best-small-business-appointment-scheduling-tools-and-apps/.

“Acuity Scheduling: Online Appointment Scheduling Software.” Acuity, https://acuityscheduling.com/. Accessed 3 Mar. 2025.

“Acuity Scheduling and HIPAA.” Acuity : Scheduling, https://help.acuityscheduling.com/hc/en-us/articles/16689567523597-Acuity-Scheduling-and-HIPAA. Accessed 3 Mar. 2025.

“Agencybloc’s AMS+ Solution for Health, Group Benefits, & Senior Insurance.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/. Accessed 3 Mar. 2025.

“Appointment Scheduler.” Radius Help Center, https://help.radiusbob.com/en/articles/5448715-appointment-scheduler. Accessed 3 Mar. 2025.

“Compare All Microsoft 365 Plans.” Microsoft, https://www.microsoft.com/en-us/microsoft-365/business/compare-all-microsoft-365-business-productss. Accessed 3 Mar. 2025.

“Free Appointment Booking System.” SimplyBook.Me - Free Appointment Booking System, https://simplybook.me/en/. Accessed 3 Mar. 2025.

“Google Workspace.”