The last few years have taught us the value of adaptation. Pandemic recovery, inflation, and market volatility have all forced producers to stay ahead of the curve and think outside of the box in order to maintain a steady book of business. Selling in our new landscape requires incorporating new ideas and tactics. As we move into 2023, it’s vital that you keep those new ideas flowing. Below are a few ideas to get that ball rolling.
Preset Appointments
There are several programs that provide preset appointments with qualified prospects. Many of these focus on federal and state employees and public school teachers. These programs can be valuable because you’re being connected with people who have already shown an interest in your services. As with any other vendor, do your homework to make sure they’re reputable and meet your business needs.
Hospital Marketing
Every family that has a baby at their local hospital receives a take home bag. Contact the hospital about putting an advertisement in the take home bag. Most hospitals will only charge a minimal fee and will place your advertisements in the take home bag for you.
This is a great, low-cost way to get in front of individuals who have just experienced a life-changing event and have a need for more life insurance.
FreeERISA
Lay-offs and workforce reductions have become all-too-common in today’s economic climate. Those who have lost their job due to a lay-off have also lost their group term plans. Additionally, they might have money in a retirement fund that needs to be rolled over. FreeERISA is an online database that provides a listing of companies doing lay-offs in your area, along with the number of employees being laid off. Advisors should take advantage of this valuable tool when prospecting for rollovers.
Expanding Your Horizons
Don’t limit yourself to the ideas listed above. There are numerous ways you can continue to grow your business during these challenging times. Are you looking for more ways to expand your horizons and make more sales? We have the answer.
IAMS’ 23 Sales Ideas for 2023 provides an exclusive list of valuable tips and best practices aimed at helping advisors achieve growth objectives. This newly updated edition of one of our most popular guides offers a variety of low-cost, low-pressure prospecting strategies and innovative ways to boost your brand.
Click below to request your free copy today.
