Convincing someone to buy life insurance isn’t about pushing a policy — it’s about helping them understand why they need it. In India, many people delay buying insurance until it’s too late, often due to myths or lack of awareness.
This guide will help you build trust, handle objections, and close sales with confidence.
1. Start with a Real-Life Story
Stories connect emotionally. Begin your conversation with a true incident where insurance protected a family financially. This helps the client imagine their own situation.
2. Show the Financial Risk of Not Having Insurance
Instead of only talking about benefits, highlight what they stand to lose.
Example: “If something happens to the breadwinner, how will the family pay for loans, education, or daily expenses?”
3. Use Numbers, Not Just Words
Show actual calculations using PlanMatch to demonstrate how affordable protection can be compared to potential loss.
4. Address Common Objections
Clients might say:
- “It’s too expensive.” → Show low-premium options.
- “I already have some cover.” → Compare existing cover with actual needs.
- “I’ll buy later.” → Explain how premiums increase with age.
5. Leverage Visual Aids
Use charts, infographics, and policy benefit tables to simplify complex terms.
Tip: The WhatsApp Kit lets you send visuals instantly to clients.
6. Create Urgency
Highlight time-sensitive offers, tax-saving deadlines, or limited-period premium discounts.
Quick Reference Table – Convincing Steps
| Step | Impact |
|---|---|
| Start with a real story | Emotional connection |
| Show financial risk | Makes need urgent |
| Use numbers | Builds credibility |
| Handle objections | Removes barriers |
| Visual aids | Simplifies decision |
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