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Three Steps to Finding Success Selling Life Insurance - trisTOM.com
What can trisTOM do for you? We work with hundreds of agents to help them become a more effective and efficient agent. Learn more about how we can help you in this quick 2-minute video. Visit www.tristom.com for more information or sign up for your free trial.
Переглядів: 1 981

Відео

This is Why YOU'RE LOSING THE SALE!
Переглядів 1,1 тис.4 роки тому
"We want to meet the needs of our clients." - This is the WRONG way to look at selling. Just focusing on their needs won't separate you from the competition. We'll show you what to do and how.
Your Follow Up Emails DON'T Work! How Adding Value Increases Responses
Переглядів 7434 роки тому
Stop sending the "I'm just following up with you..." email! These don't work. In this video, we'll show you how to add value with each follow up to help increase the likelihood your client responds.
Three Steps to be the TRUSTED ADVISOR Your Clients Need!
Переглядів 1,3 тис.4 роки тому
Life Insurance Agents face an uphill battle. The industry is full of agents who don't know how to help clients and are only looking for the next sell. It is hard for a client to find someone they trust. That is why we need to be the TRUSTED ADVISOR for them. This video will show you how.
THIS is HOW Clients Will Buy Life Insurance! Even Popeye and Olive Oyl!
Переглядів 1,3 тис.4 роки тому
When talking about life insurance, make sure to customize the life insurance sales conversation. Focus on the benefits and how they relate to the client sitting in front of you.
Get Clients to YES! The YES you Want and Need!
Переглядів 4,5 тис.5 років тому
Understand what it means when your client say "YES!". Do they mean they are wanting to buy? Or do they mean they want you to leave. Determine steps how to understand which YES you have and how to move to a more authentic YES!
Welcome to trisTOM! What we do
Переглядів 4135 років тому
Welcome to trisTOM! What we do
5 Words Life Insurance Agents Should NOT Say
Переглядів 106 тис.5 років тому
5 Words Life Insurance Agents Should NOT Say
We Take the Confusion out of Life Insurance
Переглядів 3,3 тис.6 років тому
Welcome to trisTOM's UA-cam Page. We take the confusion out of the life insurance industry! Helping agents understand and simplify life insurance to help better empower their clients to make a better decision on what life insurance is best for them!
Add Notes & Files for a Client's Profile at trisTOM.com
Переглядів 3806 років тому
Learn how to quickly add, edit, and delete information about your clients. Make sure that no client, or their files, ever slip through the crack again!
Request an Illustration at trisTOM.com
Переглядів 3396 років тому
Guide on how to quickly request an illustration for your clients at trisTOM.com. We will review 70 different carriers to make sure your client is given the best possible proposal!
Add a Client to Your Membership Dashboard - trisTOM Tutorial
Переглядів 3646 років тому
A quick guide on how to add a new client to your dashboard at trisTOM.com. For quick guides on "how", please check out our other videos!
How to Use trisTOM's Membership Dashboard
Переглядів 4186 років тому
Take the confusion out of life insurance with trisTOM and spend more time with your clients! This video provides quick overview of the features that are available for members of www.trisTOM.com To learn more about each area in-depth, please view the other videos on this channel titled, "Tutorial -"
Top 4 Types of Clients. How to talk effectively with each!
Переглядів 69 тис.6 років тому
Learn ways to improve communication by adapting to the communication style of your clients. Focused on Life Insurance, but works with ALL TYPES of clients in ANY meeting! Check out more on Social Styles: www.amazon.com/Personal-Styles-Effective-Performance-Merrill/dp/0801968992
Prepare for Client Meetings - Top 4 Areas to Address (Life Insurance Sales)
Переглядів 23 тис.6 років тому
Prepare for Client Meetings - Top 4 Areas to Address (Life Insurance Sales)
TOP 4 WAYS - Make Clients Want Life Insurance
Переглядів 212 тис.6 років тому
TOP 4 WAYS - Make Clients Want Life Insurance
How STATE FARM and ALLSTATE agent should sell Life Insurance
Переглядів 16 тис.6 років тому
How STATE FARM and ALLSTATE agent should sell Life Insurance
Why should you use trisTOM? (Formerly LISacademy)
Переглядів 1,4 тис.8 років тому
Why should you use trisTOM? (Formerly LISacademy)
The RICH MAN's ROTH - Life Insurance Illustration Effectively!
Переглядів 59 тис.8 років тому
The RICH MAN's ROTH - Life Insurance Illustration Effectively!
FIND THE MONEY FOR YOUR CLIENT TO BUY LIFE INSURANCE!!
Переглядів 101 тис.8 років тому
FIND THE MONEY FOR YOUR CLIENT TO BUY LIFE INSURANCE!!
Quick Hits - John Hancock IULs
Переглядів 1,6 тис.9 років тому
Quick Hits - John Hancock IULs
How to Sell Life Insurance - AMAZING!
Переглядів 933 тис.9 років тому
How to Sell Life Insurance - AMAZING!

КОМЕНТАРІ

  • @ToeNails-qk8by
    @ToeNails-qk8by 3 дні тому

    Nice video 😊

  • @giovannicarrillo4327
    @giovannicarrillo4327 Місяць тому

    Anyone who offers whole I get it. You couldn’t pass the Securities exam hahahah

  • @valatamericaneliteroofing
    @valatamericaneliteroofing Місяць тому

    We own a roofing company and this was super helpful! I’m not in sales at all but I know this is something I can use to help our sales guys win more business. Will be looking at more of your content. Thanks again!

  • @patriciaangel4
    @patriciaangel4 3 місяці тому

    This video is very helpful thank you

  • @AboveAvgMan
    @AboveAvgMan 7 місяців тому

    Is there anybody that's been in the business more than 3 years that doesn't already know what this guy just said. He might as well be a football coach saying we need to score touchdowns. But when we are on defense don't let the other team score. And don't forget to focus on blocking and tackling! Jeez !!

  • @carlosaguirre3799
    @carlosaguirre3799 9 місяців тому

    One of the best videos on Life insurance I've seen so far 🔥🔥🔥

  • @user-oq7ju1rd7u
    @user-oq7ju1rd7u 11 місяців тому

    I just found an interesting channel of amazing insurance facts ua-cam.com/users/shortstWpXEl5IFPE

  • @jackdavis7632
    @jackdavis7632 11 місяців тому

    week discussion. I agree with the two concerns but better there is a better presentation to address it. Look at retirement life.

  • @jalf0007
    @jalf0007 11 місяців тому

    Thank you! After watching your video I can see that I represent the right company. 😊

  • @tango4637
    @tango4637 Рік тому

    Than You.

  • @heartjuli842
    @heartjuli842 Рік тому

    Hi, I just became a licensed agent in life and health but my struggle is the selling portion.

  • @enkidu360
    @enkidu360 Рік тому

    8:00

  • @ivancazares1294
    @ivancazares1294 Рік тому

    It will be nice if you can show us some live calls!

  • @apindia
    @apindia Рік тому

    Thank you Tristan Thomas....

  • @prasannavenkkatesh1192
    @prasannavenkkatesh1192 Рік тому

    What a great content. Thanks for this video

  • @thealldaycrew
    @thealldaycrew Рік тому

    Great Video Tristin

  • @billyolson6320
    @billyolson6320 Рік тому

    Every time is a good time to invest! Investment is not a game of chance or luck like the lottery, rather it involves critical reasoning, planning, and diligence and focuses on achieving the major goal (PROFIT). Notwithstanding, one should put into consideration that various externalities may occur during the investment period which could result in a high yield in profit or loss.

    • @julielopez1948
      @julielopez1948 Рік тому

      Investing in cryptocurrencies means facing great volatility. But that is exactly what makes trading cryptocurrencies interesting for certain trading instruments, such as CFDs (Contracts for Difference).

    • @waynesanchez945
      @waynesanchez945 Рік тому

      Success usually comes to those who are too busy looking for it,

    • @craigrichards9104
      @craigrichards9104 Рік тому

      If you believe in the future then you will know that indeed Bitcoin is the future

    • @albertaalmasanu442
      @albertaalmasanu442 Рік тому

      I thought of investing in Bitcoin around July 2018 but was discouraged by the rise and fall of Bitcoin. I don't know if it's still safe and ideal to invest now

    • @tildawigren5086
      @tildawigren5086 Рік тому

      Wow you really know expert Dailey Carinn Stephanie...? I'm a living testimony of expert Dailey Carinn Stephanie, she has been trading for me for months now

  • @nasirsardarnasir4694
    @nasirsardarnasir4694 2 роки тому

    good

  • @Reve14twelve
    @Reve14twelve 2 роки тому

    This is my presentation from now on

  • @johnwashington6726
    @johnwashington6726 2 роки тому

    So if I take all of my cash value out at year 5 for example, do I still have my police?

  • @royalehairbeauties7982
    @royalehairbeauties7982 2 роки тому

    I’m in so in love with your explanation

  • @esyapujianggini2734
    @esyapujianggini2734 2 роки тому

    very interesting, thank you for sharing

  • @umbrellas4boats
    @umbrellas4boats 2 роки тому

    Can you explain what happens to the cash value when the customer dies? Doesn't the company keep it for itself?

  • @christianpalmer5471
    @christianpalmer5471 2 роки тому

    I can't believe you just have these offered for free. Thank you.

  • @technoservice6145
    @technoservice6145 2 роки тому

    gd vdo

  • @Asfgijcdyjjno
    @Asfgijcdyjjno 2 роки тому

    Oh. You deliberately left out the cost of insurance when describing the Perm section. How convenient!! Another insurance shark agent going rouge.

  • @alexisd8782
    @alexisd8782 2 роки тому

    Great info, thx alot

  • @zerjv1336
    @zerjv1336 2 роки тому

    I will never buy from this whole life sellers and IUL sellers ever again they don't even review policies to their clients because they know its a big ripped off they even show non guaranteed crap just to hook their clients off. and not only that the cost of insurance go so high that it will eat up your cash value until it turns into ZERO, but anyways clap clap with their big commissions. If you guys an average person like me who buys this kind of stuff my advice is the moment you receive your policies review them thoroughly and consult an expert.

  • @nathancortez92
    @nathancortez92 2 роки тому

    Question: If you brought up the myth of buying term and investing the difference why not use it in this example?

  • @natthanitlavis1492
    @natthanitlavis1492 3 роки тому

    interesting video

  • @linoyv902
    @linoyv902 3 роки тому

    very nicely explained with new thoughts

  • @HigherGold6
    @HigherGold6 3 роки тому

    Great advise, thank you

  • @ltravj9640
    @ltravj9640 3 роки тому

    Tristan cam Send that slide show to my email

  • @ltravj9640
    @ltravj9640 3 роки тому

    I recently pass my exam so I need help to get started...

  • @ltravj9640
    @ltravj9640 3 роки тому

    Thank you

  • @IvanGonzalez-relax
    @IvanGonzalez-relax 3 роки тому

    Best video. Great stuff

  • @Imtoobusyslayingrn111
    @Imtoobusyslayingrn111 3 роки тому

    woah.. this is so helpful thank you so much

  • @joshuanian6707
    @joshuanian6707 3 роки тому

    This is a crapy video showing you how to sell permanent life insurance to a client to rip off your client.

  • @kevinhughes3477
    @kevinhughes3477 3 роки тому

    I think Covid times have taught us that you can and should sell life insurance over zoom and the phone. Other than that, I love this video

  • @nandakumarp9179
    @nandakumarp9179 3 роки тому

    🏃‍♀️🪂🏃‍♀️ SELLING INSURANCE POLICIES AND BUYING INSURANCE POLICIES •|•✒️ ALWAYS TRY TO PROPOSE A PLAN •|• BUT THE CUSTOMER SHOULD FEEL HE BOUGHT IT••AND SHOULD NOT FEEL THAT AGENT SOLD IT TO HIM 🏃‍♀️🪂🏃‍♀️[[ NANDAKUMAR DEVELOPMENT OFFICER LIC KALOOR ERNAKULAM COCHIN KERALA]]

  • @shurlanderjoseph9937
    @shurlanderjoseph9937 3 роки тому

    Exceptional!

  • @manualdsouza6855
    @manualdsouza6855 3 роки тому

    excellent tris Tom

  • @bartekszkutnicki9089
    @bartekszkutnicki9089 3 роки тому

    You can convert term insurance to permanent insurance at any time if you want to

  • @lancyvarughese6005
    @lancyvarughese6005 3 роки тому

    Said very nicely

  • @mikeaponte8755
    @mikeaponte8755 3 роки тому

    This dude makes no sense, WHOLE LIFE agent 100%. Buy term and invest the Difference... stop ripping clients off

    • @trisTOM
      @trisTOM 3 роки тому

      Haha. Okay sure. Blanket statement. Don't focus on the client and what they need, but instead focus on the transactional sale. Got it.

  • @germb747
    @germb747 3 роки тому

    I’d like to see a chart that shows all three of those policies next to one that shows putting $300 in the term policy and another $1000 in the S&P 500 between ages 40 and 60 (same price as the permanent policy). What would the “cash value” of that account look like, assuming historical market returns? Granted, I still wouldn’t be insurable at age 80.....but come on now, the chances of dying in the 20 years following age 80 is almost 100%, so if ANYONE (including a whole life policy) is willing/able to insure someone at that point, it’s because they’ve already taken enough of your money over the years and invested it (poorly, I might add, in bonds with low rates of return) that the insurance company still comes out ahead, regardless of how much “cash value” your account supposedly has. By the way, just curious....what happens to the “cash value” of a perm policy after you die?

    • @k7cody7
      @k7cody7 3 роки тому

      Average investor only averages about a 3.7% rate of return in all variety of funds over a 30 yr period. Google Dalbar's 2015 Quantitative Analysis of Investor Behavior

    • @k7cody7
      @k7cody7 3 роки тому

      Why would an insurance company give you both your cash value AND a death benefit when you die? That's like making payments on your house, selling your house, and then expecting the bank to let you keep the gains from the sale of the house while also returning the total of all mortgage payments ever made.

  • @debbeeright7729
    @debbeeright7729 3 роки тому

    Very nice informative tutorial. Thanks. ÷)

  • @kjaujla5384
    @kjaujla5384 3 роки тому

    Very nice presentation. Great Jib

  • @zeff9629
    @zeff9629 3 роки тому

    The clinet came to me & I blew up 2 clients in 3 days just because I couldn't talk.

  • @praimfaya2119
    @praimfaya2119 3 роки тому

    My question is when you do the withdrawals, the illustrations say the client still needs to put premiums in at age 71? Is that an error? The client stops paying premiums at age 65. If they were to do withdrawals, they would have to keep paying premiums?