Increase Your Sales by Making This One Small Change

There's a tool many of us have forgoten about that has been around for decades and it's time to start using it again. The life insurance needs analysis is becoming the new trend because it's relevent and a recent LIMRA survey says they are incredibley useful.*

In fact, the LIMRA survey found that clients who receive a needs analysis at the time of sale purchased an average of $423,000 in face amount—almost twice the $215,000 average purchase by clients that did not receive a needs analysis! Not only will helping your clients define their need for an appropriate amount of life insurance increase your sales, but it is also the professional thing to do.

If you are ready to give this a try with your next client, MVP recommends these tools to help you get started:

• For a printable worksheet, go here


• For an electronic calculator that can be used on your computer, iPhone or iPad, go here

*To Shop or Not to Shop for Life Insurance: Turning Shoppers Into Buyers, Life Insurance Marketplace Research Association, LIMRA, 2011.