Sales Coaching, Training, and Mentoring Programs from The Insurance Sales Doctor
It’s been said that experience is a good teacher.
Perhaps, but it’s also very slow, often painful, extremely expensive in terms of needlessly lost sales, and there’s no guarantee you’ll arrive at the right mindset, toolset, and skillset on your own via trial and error.
The solution?
Invest in a shortcut that eliminates the guesswork, the trial and error, and the costly avoidable errors that many agents make and often teach to their sales team, thus multiplying the pain and cost many times over.
Why waste many thousands of dollars on payroll, taxes and benefits without yielding any ROI?
If your sales team lacks proven processes and language to recognize the opportunity, “sell” the appointment in such a way that the prospect/customer/client is eager to attend the meeting instead of “no-showing”, and most importantly, makes the sale where the opportunity exists, then why reinvent the wheel?
The Sales Coaching, Training, and Mentoring Programs from Barry Rutten, CFP®, The Insurance Sales Doctor, equips agency owners and their teams to be able to seamlessly integrate P&C with life insurance and other financial tools into their sales and service activities, creating an ideal environment to create zero objection, large death benefit, and high premium life insurance sales.
By combining a crystal-clear mindset with “proven in the trenches” unique language and presentation techniques that creates collaborative, not combative conversations, agency owners can enjoy some of the highest closing ratios in the industry on term policies that often exceed $1 million in death benefit per policy, while also creating the perfect transition to maximum premium cash value life insurance policies.
Bonus: You’ll even sell more P&C and umbrella policies to boot using the right language and approach.
You Can Achieve Optimal
Agency Health & Wealth
End The Pain
Eliminate most objections, rejections, stalls, delays, buyers’ remorse, cancelled apps, & getting ghosted, and professionally handle the rest.
Reliable Sales Systems
Develop predictable, repeatable, and timeless sales systems to produce consistent results.
Collaborative Not Combative
Achieve higher closing ratios by helping prospects, customers, and clients visualize, verbalize, and emotionalize the impacts and consequences of the loss of an income earner’s paycheck.
Maximize Death Benefits
Million Dollar Math & Calculator Coaching process triggers a mindset shift that consistently yields $1M - $3M death benefits for most households while eliminating premium concerns.
Boost Premiums & Commissions
New agents can earn high current income to cover personal expenses and business overhead, allowing time to build a P&C renewal base, while established agents can generate more total revenue per household, increasing lifetime customer value.
Attract Cash Value Cases
Unique 3 Methods™ approach to positioning all of the benefits of cash value policies replaces outdated “term vs. perm” distinction, while attracting a consistent stream of 4 and 5 figure premium cases.
Goal Focused Cases
Multi-decade household retention and six figure annual premium levels can be achieved by any agent who masters the art of designing goal focused cash value life policies.
Incentive Travel
Qualify more easily, and at higher levels, in all elite agency performance incentive programs, including incentive travel.
Assets Under Management
Attract significant AUM by utilizing a combination of goal focused cash value strategies, a variety of annuity strategies, and strategic investment portfolio design.
Tested and Proven Insurance & Financial Services Sales Transformation
& Mentoring Programs
Achieve maximum Income, minimal stress & ultimate time freedom with our proven syStems
For Series 65 licensed investment advisor representative only (or CFP/ChFC waiver)
Take your Agency to the Next Level
Schedule a free agency diagnostic call now