How to Simplify Agency Growth

In this episode you will learn to use drawings to help  your client understand our sometimes complicated life insurance policies.

I will share with you my life insurance 101 presentation to enable your client to choose the best type of coverage to protect his family.

As promised check out the link to my podcast episode titled, Living Too Long Is A Financial Risk.  Live Too Long -- A Financial Risk (buzzsprout.com) 

If you have questions or comment ... email me    [email protected]

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode you will learn how to convince your price only clients to become value clients. I will share ideas that helps you  sell the value of you and your agency and not
just your price.

My number one retention tool was a consistent and on-going financial risk review program.
Check out the link to,  Financial Risk Reviews Make Your Agency Unique...
https://www.buzzsprout.com/770573/episodes/3274174

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

In this episode you will learn the difference between a transactional and an irreplaceable CSR and why an irreplaceable CSR is essential to your agency's growth. Also, I will share  ideas you can use to help your CSR "Buy In" to your vision of what your agency can accomplish.

If you want to take being irreplaceable to the next level learn to pivot from a discussion of auto/home insurance to a discussion of mortgage life insurance. Check out the link to my podcast episode titled, Easy Pivots To Life Insurance  below.

https://www.buzzsprout.com/770573/episodes/4537736

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share Dan Corrigan's simple yet effective way to use life insurance to create a legacy. 
You will also learn how legacy policies can be the reason..

• Your clients buy permanent life insurance.
• Your clients keep their life insurance.
• Your clients convert their term insurance to permanent life insurance.

If you have questions, comments or suggestions please email me at...

[email protected]   Or call me at  503.649.9870   Or text me at  503.407.7883

Thank You and Good Luck....   Bill Lynch

• In this episode I will share how The Five Step Goal Setting Process will  help you achieve your 2021 goals. 
• In this episode you will learn how to take ownership of your 2021 goals by making yourself accountable.
• In this episode you will learn how to stay focused to achieve your 2021 goals.

Action Plans are the How To Worksheets of your goals.
Buzzsprout

Make your agency unique.
Buzzsprout

Check out Paul Moehring's new book, Get Squared.
https://www.spaulmoehring.com/

If you have questions, comments or suggestions please email me at...
[email protected]   Or call me at  503.649.9870   Or text me at  503.407.7883

Thank You and Good Luck....   Bill Lynch


.

In this episode I will share why I believe knowing what you want to say makes what you say more effective. Also I will share presentations I used to motivate my clients to protect their families with life insurance.

Here are the links to the life episodes I promised you. Check them out...

Easy Pivots to Life Insurance

How to Change Your Clients Priorities

Give Your Clients What They Want.... Mortgage Insurance

Why Life Insurance?

If you have questions, comments or suggestions please email me at...

[email protected]   Or call me at  503.649.9870   Or text me at  503.407.7883

Thank You and Good Luck....   Bill Lynch

In this episode I will share my thoughts on internet leads. You will learn why you will have to reevaluate your expectations and I will make suggestions on what to say to start a meaningful relationship.

Episodes I reference in my current episode...

Cold Calls Are Your Punishment For Not Getting Xdates

Your Unique Identity Can Make You Competitive Even If Your Price Isn't

Be Successful On Purpose... Have Goals

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I share with you what I wish I had done better or at the very least sooner in my career. Hopefully knowing some of my regrets, you will do better.

Podcast episodes I mention in this episode....

By Referral Only

Your Unique Identity Can Make You Competitive Even If Your Price Isn't


Don't Be Too Busy To Be Successful - Control Your Day


Half Full Is Essential to Your Agency's Growth

In this episode I will share why I believe liability insurance is the most valuable coverage you offer your clients. Because many of your client may be under insured you will learn how to effectively present a solution to their problem.

For more information on Financial Risk Reviews check episode #7
https://www.buzzsprout.com/770573/episodes/3274174-financial-risk-reviews-make-you-agency-uniqueI


If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode you will learn Benjamin Franklin's plan for a successful life. 
Frank Bettger updates Ben's plan for success to selling and I will take Franks's
plan and apply it to agency ownership. 


If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity