The Best Way to Talk about Life Insurance by Marc Firestone
T H E B E S T WAY S T O TA L K A B O U T L I F E I N S U R A N C E
B Y M A R C F I R E S T O N E
I N T R O D U C T I O N
• Talking about life insurance can often times be a tricky
and uncomfortable subject with people.
• In fact, a majority of the public are uninsured simply
because they do not want to have a discussion about
the idea of death.
• But why does this talk
have to be so difﬁcult?
Shouldn’t everyone want
to be advised about how
to further better prepare
for the future?
U N D E R S TA N D
Y O U R C L I E N T S
P E R S P E C T I V E
• Understand the emotional
mindset people associate with life
• Once you are able to get into this
perspective, then you will be able
to provide the most educational
information for your clients.
E D U C AT E Y O U R
A U D I E N C E
• When selling life insurance, you
want to enter in the mindset of
an educator and teacher.
• Treat every client as a blank slate.
• Most case scenarios, clients are
either unaware or uninterested in
• Your first job is to grab their
attention and educate them
about why they need life
B E I N F O R M AT I V E
• During this process, it is important that you are both
informative and relatable.
• To be relatable, you want to keep in mind that some of the
information may be too complex for people to understand.
• Simplifying this information in more relatable concepts can
really hold the attention of the entire group.
• Providing this information, in the most simplistic
understandable way, will keep the attention and interest of
B E H O N E S T
• As you present your
information, make sure you are
also personable and honest.
• Relating your own experiences
and the value that life
insurance brought to your life
can ease people’s tension.
• Create hypothetical examples
of why life insurance is
necessary and why they should
get it for themselves.
A N S W E R A L L Q U E S T I O N S
• Many people still have a variety of questions about
how the overall process works and what they should
do if they want to start, continue, or transfer from one
life insurance to the next.
• To do this, it would be in your best interest to stay an
additional ten to twenty minutes just in case there are
a few people who want to talk to you.
A P P R O A C H T H E P E R S O N
• Also, do not be afraid in approach people individually
if they have any questions. This will give you an
opportunity to continue educating those who want to
learn more and also potentially gain a client.