Certain events can have a profound impact on our lives, such as marriage or having children. These events often lead to changes in your insurance requirements. Insurance sales opportunities also exist for special dates such as birthdays and anniversaries.
These events have a special meaning to us and we feel emotionally connected. These 6 occasions will remind us that we always feel obligated to fulfill a promise, love, or responsibilities.
(a) Birthday
Birthdays are more than just throwing a party. It’s a time for reflection and evaluating our lives. It is the time when we realize another year has passed and feel the need for a review of our life goals or to reevaluate our priorities.
As we age, our awareness of our health is increasing. This awareness could lead to an increase in insurance coverage. It’s also a good idea to get insurance coverage younger.
(b) Marriage
Once we find our soul mate, it is time to start a family. Marriage is all about trust, love and additional responsibilities. Some love lasts a lifetime, true love lasts forever. Insurance is the best way to show our unwavering love for our spouse.
(c) Childbirth
We see our lives take on new meaning when there is a new member of our family. It is a difficult and often costly job to be a parent.
Parents will do everything in their power to ensure the well-being of their children. We want to ensure that our children are safe from any harm or injury. We want to give our children the foundation they need for success, both financially and emotionally.
(d) Buying your home
We call home our home. It is where happiness begins. Home is synonymous with safety, warmth, joy, and compassion. It is hard to imagine the kind of life that our children would live if they didn’t have shelter.
We don’t want our children losing their parents and then their home. Parents must ensure that their home remains in good condition after they move out of the country. Home is where their children feel safe and loved. This can be done with insurance.
(e) Retirement
Planning for retirement is an important priority that’s often overlooked. Most people don’t think that retirement planning should be done immediately and can therefore be put off.
Retirement is not something that we can ignore once we reach our mid-forties. It becomes real, too close to comfort. It forces us to question our plans and ask, “Am I ready to retire?”
Planning for retirement is more than just making sure you have enough money in old age. It’s about looking at all possible retirement needs. It’s about making sure that you are prepared for any unforeseen events such as disability in retirement.
(f) Loss or incapacitation of a loved one
People buy insurance to cover the loss of a loved one. Because death is a difficult topic to discuss, it’s something we avoid talking about. When death happens to someone close to us, we start to think a lot about death and dying.
Losing someone you love is a loss that can’t be replaced. Death can be a great teacher. Death can teach us a lot about life. It teaches us many things that we should have done, but didn’t. A good insurance policy for our family is one of these.
You need to be aware of the important dates that are special to your customers in order to maximize insurance sales opportunities.
These special events are important and it is important to educate your customers so they can better prepare for those moments.
