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How to Build Connections With Older Clients as a Life Insurance Agent



As a life insurance agent, you know that building relationships with your clients is a crucial aspect of your job. However, connecting with older clients can present its own unique challenges. Here are some tips for life insurance agents to connect with their older clients:


Show Respect and Empathy


One of the most important things you can do to connect with your older clients is to show them respect and empathy. This means listening to their concerns and needs, and being patient and understanding. It is important to remember that your older clients may have different perspectives and experiences than you, and that it is essential to be open and respectful when communicating with them.


Use Clear and Simple Language


Another important tip for connecting with your older clients is to use clear and simple language. This means avoiding jargon and technical terms and speaking in a way that is easy to understand. It is also helpful to use visual aids, such as charts and graphs, to help illustrate your points.


Use Technology Carefully


While technology can be a great tool for connecting with your clients, it is important to use it carefully when working with older clients. This means ensuring that your older clients are comfortable using technology, and being patient and helpful if they need assistance. It is also important to remember that not all older clients are comfortable using technology, and to be flexible and adaptable in your communication methods.


Be Available and Responsive


Finally, it is important to be available and responsive to your older clients. This means returning phone calls and emails promptly and being willing to schedule meetings or phone calls at times that are convenient for your clients.


Final Thoughts


In conclusion, connecting with your older clients is an important part of your job as a life insurance agent. By showing respect and empathy, using clear and simple language, using technology carefully, and being available and responsive, you can build strong relationships with your older clients and provide them with the best possible service.


If you are considering becoming an agent or if you are thinking about changing companies, Real Financial would love to have you on our team.


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