--- title: "BSMG Blog: Protecting the Future of Families and Businesses | Communication Tips for Advisors" description: Communication Tips for Advisors | Retirement topics, insurance news, annuity and life insurance broker tips --- [info@bsmg.net](mailto:info@bsmg.net) [(800) 343-7772](tel:800.343.7772) [![Unified | HubSpot COS Framework](https://life-annuity-blog.specialtyprogramgroup.com/hs-fs/hubfs/logo-1.png?width=359&name=logo-1.png "Unified | HubSpot COS Framework")](http://www.bsmg.net) - Menu Item 1 - Sub-menu Item 1 - Another Item - Sub-menu Item 2 - Menu Item 2 - Yet Another Item - Menu Item 3 - Menu Item 4 # BSMG Blog: Protecting the Future of Families and Businesses - Blog ## [8 Opportunities to Talk to Your Clients About Term Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/8-opportunities-to-talk-to-your-clients-about-term-life-insurance) Vive [Communication Tips for Advisors](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors), [Term Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/term-life-insurance) No Comments 14 Feb 2018 Term Life Insurance prospects are everywhere. You just need to know where to find them. Agents have shared countless stories with us about "picking up" clients in all kinds of places, from the gym to the grocery store line, even in the bar! There is a reason we've made selling term life insurance fast and easy; it is because there are so many reasons to offer it to your clients and prospects! Check out these 8 term opportunities that open a gateway into having the conversation! [Read More](https://life-annuity-blog.specialtyprogramgroup.com/8-opportunities-to-talk-to-your-clients-about-term-life-insurance) ## [Tactics & Talking Points to Introduce a Policy Review](https://life-annuity-blog.specialtyprogramgroup.com/what-every-advisor-should-know-about-policy-review) BSMG [Advisor Marketing Tips](https://life-annuity-blog.specialtyprogramgroup.com/topic/advisor-marketing-tips), [Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance), [Communication Tips for Advisors](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors), [Policy Review](https://life-annuity-blog.specialtyprogramgroup.com/topic/policy-review) No Comments 16 May 2017   **DID YOU KNOW?** **It is a common misconception by consumers that once a life insurance policy is purchased they can "set it and forget it."** Has your life changed in the last five years, how about the last two years? I don't need to tell you how quickly life can change. Your client's lives are also continually evolving, so shouldn't their life insurance protection be reviewed to match? Use these life insurance sales tips to keep in touch with your clients and ensure their current policy still matches their needs. Life is busy, your clients may (or may not) be aware that they need to update their policy coverage. They also may not have the time to research new products or even to pick up the phone to call you for help. Be proactive and check in with your clients. Do they have a new career, business, child or home? The simple question of "when was the last time someone reviewed your policy?" may be all you need to open the door. [Read More](https://life-annuity-blog.specialtyprogramgroup.com/what-every-advisor-should-know-about-policy-review) ## [Use This Strategy to Close More Life Insurance Sales](https://life-annuity-blog.specialtyprogramgroup.com/6-steps-to-building-a-successful-life-insurance-sales-strategy) BSMG [Advisor Marketing Tips](https://life-annuity-blog.specialtyprogramgroup.com/topic/advisor-marketing-tips), [Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance), [Communication Tips for Advisors](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors), [Term Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/term-life-insurance) 2 Comments 21 Feb 2017 **6 Steps To Building A Successful Life Insurance Sales Strategy Using the "Balanced Approach"** Most of your clients face a dilemma as they find their life insurance needs shifting. They can either:  - Insure their highest level of coverage needed, even though it could be years from now, or - Insure their lowest level, all but guaranteeing they’ll be under-insured in the future. Whether they are clients who are considering buying insurance for the first time or ones who realize that their current policy isn’t enough, finding the right balance is an important concept.  [Read More](https://life-annuity-blog.specialtyprogramgroup.com/6-steps-to-building-a-successful-life-insurance-sales-strategy) ## [8 Communication Tips to Attract Clients Who Are Business Owners](https://life-annuity-blog.specialtyprogramgroup.com/8-communication-tips-to-attract-clients-who-are-business-owners) BSMG [Advisor Marketing Tips](https://life-annuity-blog.specialtyprogramgroup.com/topic/advisor-marketing-tips), [Life Insurance](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance), [Sales & Prospecting Tools for Advisors](https://life-annuity-blog.specialtyprogramgroup.com/topic/sales-prospecting-tools-for-advisors), [Communication Tips for Advisors](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors), [Insurance for Small Business Owners](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-for-small-business-owners) No Comments 13 May 2016 **Here are 8 Communication Tips for Insurance Agents to Attract Clients Who Own a Business:** - Use a local phone number instead of an 800 number. - The best time to approach owners is Tuesday, Wednesday or Thursday. - Send a personalized email: - Personalized subject lines indicate that the content is relevant to the owner or business, and increases panelists’ likelihood to open an email. - Send the email from an individual, rather than a marketing inbox. - Send personalized direct mail or letters: Use results-driven language (by doing *this*, you will get *that*). - Hand-addressed card-sized letters are opened most often. - Simplify and speak in terms that are easy to understand. - Incorporate messaging about ROI, rather than price. - Be sure to follow-up: - Follow-up even if you are told no, but provide educational information when you do. - The owner may not buy now, but follow-ups may help you get the business later. - Advise with frequency tailored to their needs. - Use non-evasive regular touches by checking in every 60-90 days after the initial point of contact. - Perform more of a branding call vs. a sales call: **Example:** *“This is John Doe, from Mutual of Omaha, checking on how your business is doing and reminding you that I’m here if you need me. Would you like me to follow-up monthly, bimonthly or quarterly?”* [Read More](https://life-annuity-blog.specialtyprogramgroup.com/8-communication-tips-to-attract-clients-who-are-business-owners) ### Posts by Topic - [Life Insurance (21)](https://life-annuity-blog.specialtyprogramgroup.com/topic/life-insurance) - [Insurance Industry News (15)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-industry-news) - [Fiduciary (8)](https://life-annuity-blog.specialtyprogramgroup.com/topic/fiduciary) - [Advisor Marketing Tips (6)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advisor-marketing-tips) - [Annuities (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/annuities) - [Communication Tips for Advisors (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/communication-tips-for-advisors) - [Retirement (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement) - [Sales & Prospecting Tools for Advisors (4)](https://life-annuity-blog.specialtyprogramgroup.com/topic/sales-prospecting-tools-for-advisors) - [Advanced Markets (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advanced-markets) - [Insurance Products & Solutions (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-products-solutions) - [Insurance for Small Business Owners (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/insurance-for-small-business-owners) - [Long Term Care (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/long-term-care) - [Retirement Planning Strategies (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-planning-strategies) - [Risk Differentiation Underwriting (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/risk-differentiation-underwriting) - [Tax Season (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-season) - [Term Life Insurance (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/term-life-insurance) - [Underwriting (3)](https://life-annuity-blog.specialtyprogramgroup.com/topic/underwriting) - [Annuity (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/annuity) - [Estate Planning (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/estate-planning) - [LTC (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/ltc) - [RMD (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/rmd) - [Retirement Income (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-income) - [Retirement Reform (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/retirement-reform) - [Tax Planning (2)](https://life-annuity-blog.specialtyprogramgroup.com/topic/tax-planning) - [Advanced Sales (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/advanced-sales) - [Best Interest Standard (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/best-interest-standard) - [Business Succession (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/business-succession) - [Buy Sell Agreement (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/buy-sell-agreement) - [Financial Advisor Tools (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/financial-advisor-tools) - [Fixed Index Annuities (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/fixed-index-annuities) - [ILITs (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/ilits) - [IRAs (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/iras) - [Linked Benefits (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/linked-benefits) - [NAIC (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/naic) - [Policy Review (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/policy-review) - [Required Minimum Distributions (1)](https://life-annuity-blog.specialtyprogramgroup.com/topic/required-minimum-distributions) see all - [500 South Main Street](https://g.page/BSMGInsurance?gm) - [Providence, RI 02903](https://g.page/BSMGInsurance?gm) - [(401) 751-9400](tel:401.751.9400) - [(800) 343-7772](tel:800.343.7772) - Fax: [(781) 237-8585](tel:781.237.8585) - [info@bsmg.net](mailto:info@bsmg.net) ### Recent Blog Posts ### Quick Links - > Quotes - > Annuity rates - > Case Studies - > Forms - > Get contracted © 2021 Brokers’ Service Marketing Group. 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