How To Become One Of The Top Producers In Your Company!

Questions:  I’m a financial planner and I would like to qualify for the Million Dollar Round Table, (an industry honor), make a holy land visit with my spouse, and become one of the top 10 agents with my company.

Regarding the visit to the holy land, NOTHING should ever stop anyone from achieving their dreams.

I have a phrase I always say to myself.  “Just Do It.” 

Set up the visit now and whatever is currently stopping you will no longer be there when the time comes.  So, “Just Do It.”

Now to the other parts of your question…

If you implement the concepts and strategies I’ve suggested in my Marketing Tips of the Week, and this Blog, you can’t help but qualify for the MDRT and also become one of the top 10 agents for your company.  When I was in the industry, I qualified for a club in the company I chose to write business for.  It was called the 100 Million Dollar Club.  That’s correct.  I did over 100 million dollars with them.

The way I did it was to create unique letters, like to ones I have shown you in earlier blogs and in my Marketing Tips of the Week.  I also created reports to send them that helped them financially and with their health. Someone asked me to put some of these reports and unique sales letters together and perhaps I will offer them to everyone soon.  Let me know if you’d be interested in getting them.

Anyway, you must set up systems and strategies that will keep you in your prospects’ and existing customers’ minds.  Whenever they think of Insurance, your name should immediately come into their minds.

Here’s a letter I used when I wanted to get referrals:

Linda… Your Help Will Be

Greatly Appreciated!

Linda Dawson
7008 Seaworld Drive
San Diego, CA 92109

Dear Linda,

Thanks again for your business and continued support. Because of valued clients like you, my business has grown substantially.

As you may have noticed, as my business has grown I’ve been able to offer you a better level of service. And to serve you even better, I’m presently figuring out ways to take my practice to the next higher level. After considering all the options, I feel you, as one of my valued clients would be the best person to help me do it.

Would you please help me extend my products and “personal touch” services to your family members, relatives, friends, co-workers, neighbors, business associates, and other people whom you have a trustworthy relationship with?

You can use the enclosed Tell-A-Friend Certificate to record the names of the people whom you think would benefit from my products. Please mail the Tell-A-Friend Certificate inthe enclosed postage-paid envelope.

Linda, thanks for helping me grow my business.

Best regards,

Your Name
“Your Dream Protector”

P.S. Have a fantastic day.

ABC Insurance Agency, Inc.
Specializing In Protecting Your Dreams
123 Main Street, San Diego, CA, 94000
Phone: 619-123-4567, Fax: 619-123-4568, Email:

Here’s the Tell A Friend Certificate:

Tell-A-Friend Certificate

YES! I’d like you to extend your product and outstanding service to my family, members, friends, co-workers, and neighbors. So they can also protect themselves, their valuable assets, their dreams, and their future better. By helping you grow your business to the next higher level, you’ll be able to provide me with an even better level of service.

Your Name: ___________________________________________________________________
Please note: I’m looking for the people who are between 30 and 45 years old and own their own homes. If you have more than three names, please write on the back of this form.
Name: __________________________________________________________
Address: ______________________________________________________
City__________________ State: __________________ Zip: _______________
Phone: ____________________ Fax: _______________ Email: ___________
Name: __________________________________________________________
Address: _______________________________________________________
City: ___________________ State: __________________ Zip: ___________
Phone: ____________________ Fax: _______________ Email: ______________
Name: ___________________________________________________
Address: ____________________________________________________
City: _________________ State: __________________ Zip: ____________
Phone: ________________ Fax: _______________ Email: ______________

Please Fax this certificate to 123-4568. Or Mail it in the postage-paid envelope provided.
ABC Insurance Agency, Inc.
123 Main Street, San Diego, CA, 94000
Phone: 619-123-4567, Fax: 619-123-4568, Email: 

Implement this system and you definitely will accomplish the three things you emailed me about.

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