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A History of Blood – Vol. 4, Chapter 24

Earlier this week I was promoted to Corporate Trainer at the marketing firm that I work with. The promotion was a result of about 4 weeks of hard work, where I learned two different clients and two different campaigns; Business to Business (B2B) and Events.

The work I do at the firm mirrors the work I do as an insurance agent. The entire reason I started working at the firm was to fill an important need in my insurance business. In order to make money as an insurance agent, you need three things:

1. A system for sales and marketing
2. An active insurance license
3. A list of contacts

My insurance broker helps with the first two; providing a system that is based on four fundamental activities:

1. Learning and teaching the systems
2. Recruiting and Team Building
3. Sales and Field Training
4. Personal and Leadership Development

The basic idea is simple: once you learn the systems and the core concepts, your first order of business is recruiting, or otherwise learning how to explain the “big picture” about what we do for families.

Life Insurance, as a financial service, is primarily designed as a tool for estate planning, it’s a product designed to keep a family together after the loss of a loved one. Annuities, on the other hand, are primarily designed for retirement planning, they are products designed to preserve the quality of life of an individual and or their spouse.

I typically present life insurance and annuities together, using the following tagline; life insurance in case you die, and an annuity in case you don’t.

The sooner you plan for death and retirement the better.