FE Agents....pls Give Me Suggestions!

[TDFnCali]

I have a neighbor that had their dad pass, I dont know them very well at all, although I know her husband's name, but not hers. I would guess neither know mines...although the husband recently borrowed jumper cables from me.

My question is how do I approach them & offer my condolences & let them know Im a Life agent....without sounding like Im not sincere. Or IS there even a way to do that based on our established "relationship"?

I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?

Thanks in advance!

 

[Newby]

I have a neighbor that had their dad pass, I dont know them very well at all, although I know her husband's name, but not hers. I would guess neither know mines...although the husband recently borrowed jumper cables from me.

My question is how do I approach them & offer my condolences & let them know Im a Life agent....without sounding like Im not sincere. Or IS there even a way to do that based on our established "relationship"?

I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?

Thanks in advance!

Your neighbors should ALL know what you do. You shouldn't single that one out but you should do a mailing to your entire neighborhood just like a realtor would.

Intro letter that has your photo and tells what you do AND introduces you as their friend and neighbor. I would include magnetic business cards to get your picture on their refrigerators too. Several of my neighbors have called me for life insurance through the years.

Don't wait for an event to tell them what you do. This small mailing can be done on your own printer with around 25 to 50 envelopes, paper and stamps.

 

[funeraldirector]

I have a neighbor that had their dad pass, I dont know them very well at all, although I know her husband's name, but not hers. I would guess neither know mines...although the husband recently borrowed jumper cables from me.

My question is how do I approach them & offer my condolences & let them know Im a Life agent....without sounding like Im not sincere. Or IS there even a way to do that based on our established "relationship"?

I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?

Thanks in advance!

You're ambivalent about approaching them because you don't want to look like you're preying upon them, right? So be subtle. Be human. Say, "I'm very sorry for your loss. I know it's difficult. If I can be of service in any way, I hope you'll call me." Put them in your 90 day file. On the other hand, everyone else in that neighborhood knows of the death. You should approach them with your regular door approach. I like to say that selling FE is a sales job with heart. ..Just me, your friendly funeral director swinging a sales kit...

 

[FEguy]

Do you use a carrier that offers end of life planning assistance? For instance, Monumental offers Legacy Safeguard, which to make a long story short, helps families from getting ripped off by funeral homes. Most people don't realize funeral homes are commission driven and prices for the exact same product/service are not always the same from one funeral home to the next. It may be too late to help them this time, but it's a great free service for the future.

 

[Justin Bilyj]

Send them some flowers with a card in it. Just be nice...





Then after a month goes by, do the Newby mailing, smart idea..

 

[WinoBlues]

TDFnCali> "I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?"



Take over a condolence card. Before you leave say "oh by the way, not sure if you know that I am an insurance agent. If I can be of any help with claims paperwork or sorting through any old insurance policies, let me know. I would be happy to help." Do not try to sell or even bring up meeting with them about insurance. They may bring it up though.

 

[Justin Bilyj]

TDFnCali> "I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?"



Take over a condolence card. Before you leave say "oh by the way, not sure if you know that I am an insurance agent. If I can be of any help with claims paperwork or sorting through any old insurance policies, let me know. I would be happy to help." Do not try to sell or even bring up meeting with them about insurance. They may bring it up though.

That's great advice!!

 

[TDFnCali]

Thank you guys, I will try the card thing & do the things Newby suggested...thanks again!!

 

[FEX Quotes]

+1 Great advice Lee!

TDFnCali> "I was thinking of passing & not going over there for fear Id sound like a douche since I barely know them...but I figure Id ask the pros here? What would u do?"

Take over a condolence card. Before you leave say "oh by the way, not sure if you know that I am an insurance agent. If I can be of any help with claims paperwork or sorting through any old insurance policies, let me know. I would be happy to help." Do not try to sell or even bring up meeting with them about insurance. They may bring it up though.

 

[Mark]

We are not only insurance agents, but we are humans with feelings. A lot of us do this to help people. Most of us care about people. Everyone has to make a living, but we help families in their time of need.

I would send them a card or flowers. You are your best product. Now is not the time to try and sell them anything, but you can sell them yourself and your kindness.