If virtual selling is the new abnormal, how can you up your game?

We’ve got best practices and insights from industry pros and insiders
to help maximize your virtual selling game.


If a halt to in-person meetings has turned your world upside down, you’re not alone. The vast majority of financial professionals and advisors say being unable to meet face-to-face during the pandemic has had a huge impact on their business.

Sure, we’ve had several months to try to figure out this virtual selling thing but many advisors still struggle to meet or exceed their pre-COVID sales numbers.

To help you get over the hump, we reached out to our top advisors and tapped into the latest insights from industry leaders like LIMRA, Corporate Visions, Maddock Douglas and others to uncover virtual selling best practices. Research also led us to important insights on why advisors must adapt to ride out the storm AND capitalize on a HUGE shift in client perceptions coming our way.

Learn how to Shatter the Virtual Sales Ceiling today!
Fill out the form at right to download your FREE Virtual Selling Tip Sheet.

In the short video below, InsurMark’s EVP, Jeff Maxey, shares highlights from the tip sheet and explains why you need to master virtual selling now. Check it out.


What’s inside the Virtual Selling Tip Sheet?

This 6-page, easily digested tip sheet includes seven actionable tips you can use to transform your virtual selling game and presentation to help you boost:

  • Engagement—We share several ways to pull prospects away from distractions (texts, email, social media, etc.) and interact with you for a more impactful experience.
  • Memorability—Retention is always a challenge with financial presentations but virtual settings make it worse. You’ll learn how to overcome it.
  • Sales—Compelling research from Maddock Douglas revealed a HUGE shift in how prospects will choose financial professionals in LESS THAN FOUR YEARS. We explain what you need to do to capitalize on this industry shaking trend.


Download your FREE Virtual Selling Tip Sheet today.

Simply fill out the form at right to gain access.


For more information:

Jeff Maxey
Executive Vice President, General Manager
800.752.0207

Get Your Virtual Selling Tips Now!
By submitting this form, you provide your consent to our processing of your information in accordance with InsurMark´s Privacy Policy You may opt-out of receiving email updates from InsurMark at any time by updating your email preferences.
If you have any questions or would like additional information about the program, please reach out to [email protected]