Filed Under:Your Practice, Sales Marketing

A lesson in client appreciation

As the holiday season approaches, here are some important points to consider when planning a special event for your best customers.

Image courtesy of Matt Banks /

Image courtesy of Matt Banks /

In today’s economy, marketing life insurance products is challenging. Consumers are trimming budgets and spending less and so are many insurance producers. In the quest to generate more revenue with less marketing budget, don’t overlook your existing client base.

If you take a moment to analyze your income sources, you might discover as much as 40% of your revenue is generated by your elite “A” clients. It’s worth your time to retain these people not only for the income they generate, but also for the referrals they can bring. Elite clients can introduce you to elite prospects.

Think beyond events

In addition to client appreciation events, there are many gestures that make others feel valued.

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Nichole Morford

Nichole Morford
Managing Editor

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