Shift: Digital Marketing Secrets of Insurance Agents and Financial Advisors

Jeremiah Desmarais

Jun 2017 · Morgan James Publishing

About this ebook

Insurance agents and financial advisors are being taught outdated marketing and sales strategies to grow their businesses. Cold calling, seminars, online leads, networking groups and display ads are showing less returns.

At the same time, according to Google, every 5 seconds someone is searching for a financial or insurance product to meet their needs, yet most agents are unaware of how to reach this growing market.

Shift is a compilation of exclusive, rarely-before-seen techniques, strategies and best practices used right now to increase sales exponentially using digital marketing. These are not taught in magazines, books or courses today simply because most people won’t share them. Jeremiah has used these concepts to train over 100,000 agents in over 51 countries including the US, Canada, Japan, Switzerland, the Caribbean and South Africa.

Using his years of success stories and behind-the-scenes access to the frontlines of what’s working now, Jeremiah has been part of teams that have generated over two million leads in the insurance space, leading to over $300,000,000 in commissions paid out. He has documented the most inspiring, entertaining and duplicatable techniques his teams and front line advisors are using TODAY to SHIFT industry thinking to solve these problems.

About the author

Jeremiah Desmarais has been labeled “One the greatest marketing minds in the financial industry” by executives and thought leaders, Jeremiah is a top ranked award-winning insurance marketing advisor, strategist. He’s received over 23 awards and recognitions from Direct Marketing News, Web Awards, Marketing Sherpa and many more. In 2016, he delivered the Tedx Talk ‘The Democratization of Marketing’ to a standing ovation. He’s helped over 100,000 entrepreneurs in 51 countries generate over 2 million leads leading to over $300M in commissions. He was key in building one of the top 17 fastest growing insurance software companies in the country on the Inc 500 List in less than three years, and turned around the marketing systems at a multinational insurance automation firm to increase sales by $26M in only 9 months – effectively tripling sales prospects within 60 days. The firm went to be sold for $1.2B a short time thereafter. He’s been cited on Forbes, CNN and Worth for his revenue boosting initiatives at Inc 500 Fast Growth companies and has consulted for the Fortune 500 companies and the United Nations. He is ranked as one of the country’s Top 40 Direct Marketers Under 40. He resides in Haverhill, Massachusetts.