--- title: How to Prospect for Life Insurance Clients on Social Media description: To differentiate your group from others, it is important to demonstrate your training program to candidates. LIMRA tells us that today’s candidates, especially millennials and female recruits, are heavily swayed by the ongoing training and educational programs that organizations offer, as well as the technology by which they will deliver it. They see education as the pathway to growth and new opportunities. image: https://hello.fsednet.com/hubfs/AdobeStock_106643105.jpeg --- [![FSEDNet](https://info.hoopis.com/hubfs/FSEDNet_June2018_v2/Images/logo-sized1.png) ](https://hello.fsednet.com) - Who We Are - [![Schedule Demo](https://no-cache.hubspot.com/cta/default/4570472/162dd7e4-98c0-4297-85d6-465bc5e71a26.png)](https://cta-redirect.hubspot.com/cta/redirect/4570472/162dd7e4-98c0-4297-85d6-465bc5e71a26) - [Sign Us Up](https://hello.fsednet.com/sign-us-up) CLOSE X # How to Prospect for Life Insurance Clients on Social Media # How to Prospect for Life Insurance Clients on Social Media Posted by [Richard "Dick" Cleary](https://info.hoopis.com/blog/author/richard-dick-cleary) on Jan 6, 2020 8:50:36 AM - [Tweet](https://twitter.com/share) ![AdobeStock_187563732-1](https://hello.fsednet.com/hubfs/AdobeStock_187563732-1.jpeg) [Pew Research Center](https://www.pewinternet.org/fact-sheet/social-media/) estimates approximately 70% of those in the United States use at least one social media platform for entertainment, information, and connecting with others. When examining social media use by age group, 88% of those from 18 to 29 use at least one social media site, and 78% of those 30 to 49. More than half of all users spend time on a social media platform at least once per day, with Facebook as an exception; three out of four Facebook users visit more than once daily. If you aren’t yet leveraging social media to attract life insurance clients, you are missing out. Broadly, the financial services sector has jumped onto the social media bandwagon in the last five years, using social media to find new clients and as a powerful communication tool for existing clients. Below, we offer some tips for you to tap into the power of social media to prospect for life insurance clients. **Determine the Market You Want to Reach** Facebook, Twitter, and LinkedIn will typically give you the most results when prospecting for leads on social media, but do not ignore other platforms such as Instagram, Pinterest and YouTube. Although differences in platform use don’t vary too much among gender, they do vary among age groups. Older age groups are more likely to be the most active on Facebook, but you won’t find nearly as many twenty- somethings. Instagram remains the most used social media outlet for those under 30. **Actionable Step:** If you don’t already have social media accounts set up, take the time to create accounts for a few of the big platforms and then explore. You can also have a look at competitors, communities, pages, and profiles related to life insurance, or those which are life insurance adjacent, to give you a sense of what exists. **Show Your Authority in Your Bio![AdobeStock_81441025](https://hello.fsednet.com/hubfs/AdobeStock_81441025.jpeg)** If you look around at other businesses on social media, insurance-related and others, you will find some cold profiles. They don’t provide much information, nor do they inspire a connection with visitors. Outside of going to a retail store to shop, consumers buy things from people they like and trust. Regardless of the platform, your social media bio section gives you the opportunity to establish authority and build trust with potential life insurance clients. This is the spot to establish what sets you apart from your competitors and why those who visit your page/profile should care what you say. Reinforce this with a blog to again demonstrate your difference and relatability. **Actionable Step:** Craft a bio for your social media accounts which communicates value to potential clients. Share your accomplishments, but also forge a connection by sharing things with which readers can relate. This includes sharing hobbies and safe things about your family. Do you play on a softball league? Do you have kids? Are you a music buff? The ultimate goal of your bio should be to show how your personal background drives you to help people as a financial professional. **Focus on Content Quality Before Quantity** You must provide regular content on your social media pages for them to bring you clients or leads for future clients. Yet, your content should not be focused on getting clients; it should be focused on educating and attracting clients to you, so they want to buy life insurance from you. Take the time to provide quality content to educate readers. Of course, you want to provide information about life insurance, but also topic areas which are adjacent. For example, if you are targeting middle-aged and older clients, you can post content about estate planning; if you are targeting younger clients, you can post information about planning for retirement. Keep in mind that you don’t need to be the expert for every piece of content you post; you can share relevant content from news media and influencers. Also, don’t underestimate the power of testimonial. You should scatter some client success stories for readers to have visible evidence of your results. **Actionable Step:** Make a list of potential life insurance topics and adjacent topics to share on your social media pages. Focus on things you think your clients need or want to know. For example, talk about the best time to buy life insurance or share some “insider secrets” about the benefits of a life insurance policy. Make another list of online sources for you to scan daily for content, to share with your readers. This can include large publications like the New York Times, Washington Post, and the Wall Street Journal, and other popular online outlets such as Forbes.com and the Huffington Post. Try to avoid opinion pieces unless they are by industry experts. **Engage with Your Followers![AdobeStock_133776549 (1)](https://hello.fsednet.com/hubfs/AdobeStock_133776549%20(1).jpeg)** Engaging with your audience on social media is free and it inspires your readers to want to do business with you. When you engage with your followers you are taking steps to build relationships, not just connections. Take the time to respond to any questions or comments on your page; make each response personal. Using canned responses comes off cold and doesn’t help build relationships. Although responding to followers is necessary, you should also initiate contact. You can do a giveaway, urge followers to sign up for an email list, or promote a referral program. **Actionable Step:** Identify three to five ways you can initiate engagement with followers on your social media pages. Try to connect client success stories with posts. For example, if you have a client who was elated because they saved X amount of dollars, you could share the following social media post, “Mr. and Mrs. XXXXX saved $XXXX on their life insurance policies, so they bought plane tickets to take a trip to XXXXX. How would you spend $XXXX?” Be honest, sincere, and creative when you engage with your followers to create long-lasting relationships which will continue to yield new clients for you. 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Learn More CLOSE X # What People Are Saying “FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”      **J. Christopher Noonan, CLU, ChFC Regional President & Divisional Executive VP, Equitable-Advisors LLC** "FSEdNet's delivery process and information will help your advisors become more confident in front of clients." ###### Garry Kinder, CLU, ChFC, CSA, Kinder Brothers International “NAIFA is excited to partner with FSEdNet to create the NAIFA Learning Center. We value the breadth and depth of educational content relevant for all practice specialties and the ease of access on multiple devices to the online video content. Core to NAIFA’s mission is delivery of critical training and professional support to our members—this program is a key component in meeting that objective.” ###### Kevin M. Mayeux, CAE, CEO, NAIFA "The best I have ever seen. Clear, concise and relevant - a platform that really makes a difference." ###### Paul E. Vignone, JD, LLM, CLU, ChFC, VP of Advanced Markets, Empire Wealth Strategies, Penn Mutual Life "FSEdNet is a comprehensive online resource that is filled with practical and actionable content. It provides its user with the fundamentals, as well as advanced learnings, for a successful financial services career." ###### C. Richard Weylman, CEO & CDO, The Weylman Center for Excellence in Practice Management "FSEdNet will engage your new advisors and staff in a new innovative way. Associates will absorb the basics and master the fundamentals through this connected learning platform." ###### Bonnie L. Godsman - CEO, GAMA International" "LIMRA research has found that young advisors integrate technology into all aspects of their practice. FSEdNet provides basic "blocking and tackle" training in an innovative and contemporary way, which resonates with today's financial professionals. Not just for agents and advisors, it's an invaluable part of my onboarding of new LIMRA research professionals - FSEdNet really delivers." ###### – Patrick Leary, LIMRA Corporate Vice President - Research #### "It's Time To Turn Potential Into Reality" "The Financial Services Educational Network, from the genius of Dick Cleary, is something this industry has needed for a long time. It is for many advisors, the missing piece. FSEdNet provides the educational background needed, in a myriad of topics, to give advisors the confidence to engage in meaningful financial discussions." **Harry P. Hoopis, CEO, Hoopis Performance Network, Hall of Fame** “FSEdNet is a game-changing strategy to help with the education of new advisors in the business.  The key to any training is to focus on being brilliant on the basics.  Dick Cleary and his team have created a turnkey educational program that helps leadership teams implement an easy to deliver training system for the fundamentals of success.”      **Mark Rooney, CFP, ChFC, CLU Equitable-Advisors, LLC, Hall of Fame Recipient** “FSEdNet has allowed us to focus on what we do best: find, recruit, select and train the future of our industry.  It provides excellent education, so our leadership team can do what they do best and that is joint work with our newest advisors.  I would strongly encourage any firm to embrace this as it will impact productivity.” **Ed Deutschlander, CLU, CLF, CEO, North Star Resource Group** "Bring back the basic training our agents need is the passion and commitment that Dick has made to the industry. As a long-standing professional in our business, he is well positioned to deliver the right product at the right time. FSEdNet is a perfect solution to the training needs of today." ###### **– Jim Kerley, Chief Membership Officer, LIMRA and LOMA** "I have been in the industry many years. FSEdNet is one of the most comprehensive educational tools to help new reps get off to a successful start and for developing reps to build and grow their business in years 2, 3, 4 and after. The ability to have this information at your fingertips, anytime, anywhere, on any device, 24/7 is truly a must-have for today's financial professional.” **Fred Walker, VP of Professional Development, Transamerica Agency Network** “At the Great Basin Agency of American National, we use FSEdNet faithfully. We find the product they have, and the support of Dick Cleary and his team is amazing, this is one of the best training tools we have or have ever had. The sales training and education are for agents and staff at all levels of their careers." **Ken Gallacher, CLU, ChFC, FSS, LUTCF, LACP and Thresa (Terry) Cochran, CLU, ChFC, CLF, FSS, LACP - General Agent, American National** "A revolutionary strategy to help train and develop your producers, regardless of experience. To make an impact, it must be simple to understand and use, and that is exactly what FSEdNet does. This turn-key educational platform will add true value to your value proposition, and will separate you from the competition." **Dan LaBert, CEO, NAILBA - National Association of Independent Life Brokerage Agencies.** "Opening Up the library of videos offered on FSEdNet for our agents provides an immediate resource that supports the new agent experience after initial training and adds to that knowledge base in all areas. Not only do the new agents benefit, but veteran agents can add to or be reminded of information that helps them focus on improving results." **Mike Catania, Ph.D., Director of Learning Management Field Development, Bankers Life and Casualty Company** “Having been in the industry over 30 years, I can honestly say that FSEdNet is a game changer for improving retention, growing rep productivity and developing a highly trained sales force.  I was exposed to Dick Cleary and FSEdNet in another life prior to being with AAA Life and I was very pleased to have the opportunity to introduce an entirely new field force to this awesome tool!  We have used it as the foundation to build our training program.  I would highly recommend FSEdNet to anyone!” - **Allen Jackson LUTCF, FSCP, Vice president of Agent Distribution, AAA Life Insurance Company** “FSEdNet has been the game changer we needed for our General Agents. It is the perfect tool they needed to make their training programs A+.” **Todd Scott, Manager Practice Management & Development, AMERITAS** “We needed to completely update our agent and management development and training platforms. FSEdNet was a perfect fit that did not take additional resources to write, develop and implement the changes we needed. We now incorporate the management training program of FSLEdNet into our weekly development calls with all our entire field leadership team and incorporated FSEdNet into our new agent training program” - **Damian Salvi, Senior Vice President ****and Chief Distribution Officer, The Baltimore Life Companies** "Just a quick comment of appreciation for your FSEdNet. We have been so pleased and impressed with your training program. It has helped our advisors at all different levels in many different areas of your curriculum. It is concise, effective, and easy to use. 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