Episode Details

In this episode of the Agent Survival Guide, we’ll walk through four effective strategies that you can use to help close an insurance sale. We’ll teach you which technique is most effective in certain scenarios and the traits you should strive for to make any close more successful.

 

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Resources:

10 Essential Tools for Beginner Insurance Agents

Getting Started Selling Medicare Supplements

Empower Your Prospects to Act Before Turning 65

Medicare Advantage Trial Rights Explained for Agents

 

References:

Abbott, Tom. “The Assumptive Close: A Powerful Tool for Increasing Sales.” SOCO Sales Training, 15 Apr. 2026, www.socoselling.com/the-assumptive-close/.

Copley Ph.D., Laura “How to (Re-)Build Trust in a Relationship.” PositivePsychology.Com, 8 Nov. 2025, positivepsychology.com/build-trust/.

“How to Be Confident.” Tony Robbins.com, www.tonyrobbins.com/building-confidence/how-to-be-confident. Accessed 27 Apr. 2026.

How to Understand Body Language and Facial Expressions, www.verywellmind.com/understand-body-language-and-facial-expressions-4147228. Accessed 27 Apr. 2026.

“Medicare vs. Medicare Advantage Open Enrollment.” Medicare vs. Medicare Advantage Open Enrollment, www.ncoa.org/article/whats-the-difference-between-medicares-open-enrollment-period-and-medicare-advantage-open-enrollment/. Accessed 27 Apr. 2026.

“Researcher Investigates How Our Snap Judgments Affect Society.” FABBS, 25 Jan. 2024, fabbs.org/news/2023/09/researcher-investigates-how-our-snap-judgments-affect-society/.

“What Is the Puppy Dog Close?” HubSpot Blog, blog.hubspot.com/sales/puppy-dog-