Define Your Ideal Insurance Client

We lay out a simple, repeatable method to define your ideal client and turn that clarity into content that converts. Two sample personas show how message, channel, and follow-up change based on age, habits, and needs.

• why clarity on your ideal client matters

• how to build personas from your book and community

• two core personas: new homeowner and retiree

• content that fits each persona’s habits

• office tactics: scripts, flyers, and reviews

• targeting tools: ads, life events, and geofencing

• educating younger buyers on life insurance value

• aligning marketing, sales, and service around personas

Listen Here: https://www.buzzsprout.com/2542351/episodes/18091646