The Untapped Goldmine: Why Experienced Life Insurance Agents Must Leverage Client Referrals
Rob Swanson Rob Swanson

The Untapped Goldmine: Why Experienced Life Insurance Agents Must Leverage Client Referrals

In today’s highly competitive life insurance market, agents are constantly looking for ways to improve efficiency, lower acquisition costs, and increase retention. Yet one of the most powerful and cost-effective strategies continues to be overlooked: referrals from current policyholders. Whether you're selling term life, whole life, final expense, or supplemental health insurance, the clients you’ve already served represent your warmest market - and potentially your most valuable source of leads.

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Life Insurance Objection Rebuttal Cheat Sheet for Independent Agents: Convert More Final Expense Leads
Rob Swanson Rob Swanson

Life Insurance Objection Rebuttal Cheat Sheet for Independent Agents: Convert More Final Expense Leads

Every experienced life insurance agent knows: objections aren’t roadblocks - they’re opportunities. Whether you're selling term life, whole life, or final expense insurance, handling objections with confidence and empathy can be the difference between a lost lead and a lifelong client. Use this life insurance objection rebuttal cheat sheet to overcome common concerns, build rapport, and boost your placement ratio.

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Term vs. Whole Life Insurance: What Life Insurance Agents Need to Know to Educate and Close More Clients
Rob Swanson Rob Swanson

Term vs. Whole Life Insurance: What Life Insurance Agents Need to Know to Educate and Close More Clients

One of the most common questions life insurance agents hear is: “Should I choose term life or whole life insurance?” For agents in the life and final expense insurance industry, being able to clearly explain the difference between term and whole life is essential - not only for helping clients choose the right policy, but for building trust and closing more sales. At Final Expense Brokerage, we give you the tools to guide clients with confidence and credibility.

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Post-Sale Follow-Up Plan for Insurance Agents in 2025
Rob Swanson Rob Swanson

Post-Sale Follow-Up Plan for Insurance Agents in 2025

Selling a life insurance policy isn’t the end - it’s the beginning of a long-term client relationship. Top-performing insurance agents know that what happens after the sale often determines retention, referrals, and repeat business. Here’s a step-by-step post-sale follow-up plan designed to help insurance agents boost client satisfaction, increase referrals, and create a systemized workflow you can automate with your CRM or insurance software platform.

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Top Prospecting Strategies for Life Insurance Agents in 2025</span>
Rob Swanson Rob Swanson

Top Prospecting Strategies for Life Insurance Agents in 2025

The life insurance industry has changed - and so has the way agents prospect in 2025. Cold calls, outdated scripts, and generic sales pitches are being replaced with modern, digital-first strategies that prioritize personalization, automation, and trust. If you’re ready to fill your pipeline with high-intent leads and close more policies, this guide breaks down the top prospecting strategies that work right now.

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The Ultimate Guide for Insurance Agents: How to Build a Profitable Final Expense Business
Rob Swanson Rob Swanson

The Ultimate Guide for Insurance Agents: How to Build a Profitable Final Expense Business

Final expense insurance is a niche that offers tremendous potential for agents looking to serve seniors and their families. However, for those just starting out—or even those who’ve been in the game for a while—navigating the complex world of final expense insurance can feel overwhelming. You may be wondering how to find the right products for your clients, generate high-quality leads, or simply make the process easier.

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