9 Life Insurance Prospecting Tips to Get Tons of Leads (2024)

You’ve got to get out there and drum up business if you want to generate a steady stream of prospects, set more appointments and close more sales.

Imagine if you could become the most trusted, recognized and respected name in life insurance in your area?

Well, we have the solution.

Our experienced, expert team of life insurance specialists have been there, done that.

And we’re passing on our best prospecting tips to help you succeed, too.

Best life insurance prospecting tips producers can use

1. Generate a plan

2. Be the big fish

But your pond needs to be small.

Look to examples like Ben Feldman, an outrageously successful life insurance salesman from a small town of 15,000.

How’d he do it? His community so respected and trusted him, that they turned to him for every insurance need.

3. Create a bio

Don’t make prospects work to find out why they should trust you – show them.

Create a bio that includes your photo, resume and personal information.

It should highlight your expertise and your uniqueness, and most importantly, how you solve problems for life insurance clients.

4. Use your network

Make sure your friends, family and everyone else who knows you are aware of your “elevator pitch,” or how you help people.

Here’s what they shouldn’t do: Tell people you sell insurance. Then, you’re competing with everyone else who sells insurance.

5. Ask for help

If you haven’t already done so, turn to the network of people you know and ask them to help you build your business.

Practice your sale presentation in front of them and ask for feedback. You’ll get good insights into what’s working and what needs to change.

6. Segment your audience

Create a system to help you easily and quickly identify your best customers.

This will help you spend your time more efficiently, and stop wasting it on prospects that are low quality.

Generate a detailed prospect profile so you know who to target, and go after only these prospects – the ones that will actually buy.

7. Establish your market

Hone in on a specific geographical market, and get to know the prospects within that zone.

8. Become known

The way to get known in your community is simple. Get involved!

9. Write a newsletter

Send a snail-mail or email newsletter to keep life insurance prospects aware of what you do. It’ll build your credibility and spark interest in your services.

Recipe for life insurance prospecting success

Start growing your life insurance business and taking it even further than you imagined with some of these prospecting tips.

What prospecting strategies are working for you?