Agents for Life!

Our six core values direct everything we do at Equis Financial. The sixth and final (last but not least) of our core values is ATTITUDE. Attitude is everything, not just in business, but in life. Because how you see everything IS everything. Listen in to see if you agree with my thoughts... YouTube link: https://youtu.be/cLZ6P3tUpVI If you have any questions, you can reach us here: https://lifemat...

At our core, Equis espouses six core values. The fifth (and yes, this is also one of my favorites) is TOUGHNESS. Now, it should be pretty obvious why this is a core value, but just in case it isn't here are some of my own thoughts, from the heart! YouTube link: https://youtu.be/KcdU9A36V6k If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent l...

Who is Equis at our core? We espouse six core values. The third (and yes, this is also one of my favorites) is HUMILITY. Here's my take on humility, why I'm so glad it's one of our core values and what it has to do with selling life insurance. YouTube link: https://youtu.be/aBGpACbl5Z4 If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent looki...

Who is Equis at our core? We espouse six core values. The third (and yes, this is also one of my favorites) is RELATIONSHIPS. This episode jumps into this value, why it matters so much and how building relationships has to do with selling life insurance. YouTube link: https://youtu.be/uRjkHoIbRz0 If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an...

Who is Equis at our core? We espouse six core values. The second (one of my favorites) is OWNERSHIP. This episode jumps into this value, why it matters so much and what it has to do with selling life insurance. YouTube link: https://youtu.be/3BnMMhrZXkg If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent looking for a mentor, start here: http...

Who is Equis at our core? We espouse six core values. The first of which (and probably the most fundamental) is RESPECT. Let's jump into why this value matters so much and what it has to do with selling life insurance. YouTube link: https://youtu.be/Wh-vUXRVvgM If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent looking for a mentor, start he...

Yes it's true. Fear is a FOUR letter word. But contrary to popular belief, you don't have to let it keep you from chasing or accomplishing your goals and dreams. Let's take this idea of fear and reframe it. Let's squash it back down to it's real size where it belongs. YouTube link: https://youtu.be/Wh-vUXRVvgM If you have any questions, you can reach us here: https://lifemattersagency.com/contact/...

What do you think of when I say the word, "Luck?" Deck of cards? Vegas? Lottery? While the world we live in would have you believe luck is pure happenstance, a wise person knows there's a whole other side to luck that you can create. Let's talk about it... YouTube link: https://youtu.be/Cm78eUZpLFc If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're a...

There are four key steps to succeeding as a new independent life insurance agent. Master these and you have a good shot at being successful in this business. Skip them and you sabotage your success. YouTube link: https://youtu.be/cfDx73UEh8g If you have any questions, you can reach us here: https://lifemattersagency.com/contact/ If you're an agent looking for a mentor, start here: https://life...

How do you see yourself? What kind of underlying beliefs do you have at your core- even subconsciously (where it really counts)? How much work have you done on your mindset? Whether life insurance or any other business, what you do every day stems from your core beliefs about yourself and the world around you. In this podcast, I offer four core beliefs that will serve you well and change you on a...

How often does an appointment go exactly how you plan for it to go. Almost never! So what do you do? You learn to pivot. Pivoting is simply going with the flow. It's finding new opportunities and steering the conversation down a new path that presents a new idea (and potential sale) to a prospect. Not all appointments run the same. Pivoting is the answer. YouTube link: https://youtu.be/pnUTM2P...

Sales is simply bringing someone along to a new way of thinking. And we do that one step at a time. One "yes" step at a time. You see, a good salesperson builds value and trust with lots of small yes's which makes it easy in the end when it's time for the final "yes!" Try this approach and see if it helps you get more of your prospect to say yes to an application. Enjoy...

Have you come across a military member on one of your appointments? Likely, they talk about having VGLI, Veteran's Group Life Insurance. Turns out it may not be all it's cracked up to be. Here's a little education that will help you explain the pros and cons like, well, a pro. And hopefully help that veteran into a civilian policy with better coverage and a savings of tens of thousands...

Who's been nervous or unmotivated to dial before, raise your hand? Yeah, everyone's hand should be up right now. We tend to look at dialing as drudgery. But it doesn't have to be that way. It can actually be FUN! I'm here to show you how. Listen in and (hopefully) change your perspective about one of the toughest, yet most important things we do as life insurance agents! YouTube ve...

Would you buy a lambo and use it to haul groceries back and forth? You'd be crazy, right? A vehicle like that? Way underutilized for what it's capable of. Why then would you take the opportunity we have here at Equis and skim the surface? Spread is a game changer. Learn how it works and start leveraging it in your favor. YouTube version: https://youtu.be/dn25uUuGA8A If you like this, you m...

The appointment presentation is where the rubber hits the road. The appointment is the time where you have the chance to help your prospect see what life would be like without coverage. As agents, we need to get good a finding the pain and painting the picture with them and for them. Here are three great questions you can keep in your back pocket. I hope it helps you increase your sales! YouTube v...

IUL is one of the hottest life insurance items on the market today. It's also one of the most misunderstood and misrepresented. I'm not against IUL by any means. But it's quite possible there are far fewer people for whom an IUL makes good sense than we might think. This podcast gives you the straight truth about the controversial product: the good, the bad and where it may or may not...

If you've been in this industry for more than five minutes, you'll know that it's not a smooth, easy road. Maybe you find yourself there. Maybe you came on and drifted a little. Or maybe you still haven't quite gotten the traction you wanted. This podcast is for you. Seven powerful, honest, self-reflecting questions you can ask yourself to perform what we affectionately call a &quo...

Nobody likes to fail. But make no mistake, failure is the mountain upon which success plants its flag. That said, I'm not advocating we go seeking out failure. Here are five common ways people fail and some thoughts about how you can avoid them. See you at the top of your failure mountain! YouTube version: https://youtu.be/IvIZcdv9doA If you like this, you may enjoy  ⁠⁠⁠my book⁠⁠⁠ . To protect...

Life is about choices. Saying yes to one thing means saying no to everything else. And that's a blessing and a curse. A blessing if you know and understand how that principle can work favorably with your life. In the economic world, what I'm talking about is opportunity cost. Let's talk how that applies to life insurance agents... Landing page: https://myagentbuilder.com/agent YouTube...

Happy Land of the Free, Home of the Brave day! This podcast is dedicated to one of THE most important things you'll ever have (or hope to have) in your life: Your freedom. I hope this inspires you to take action in your life. Landing page: https://myagentbuilder.com/agent YouTube version: https://youtu.be/wkwut0j4jvk Have an idea or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠topic suggestion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ? To protect you...

This week marks my 5th year of having left my job. That's kind of a big deal. To celebrate, I'm using this podcast to walk you through ALL the stuff behind the scenes. All the "Pre-Equis" Matthew. It's the iceberg below the surface. I hope you enjoy getting to know my story a little. But more importantly, I hope it inspires you through your failures. Landing page: https://mya...

When you start a career as a life insurance agents, there are some things that matter and many things do not matter. The secret to success here (and in life), is really quite simple: spend more time on the things that matter and less time on the things that don't. Here's my take on the subject, for what it's worth (hopefully a lot). Along with a tough lesson I learned this week. 😬 Lan...

Pricing is the one thing you have that they want. Until you show pricing, you have their curiosity. As soon as you show it the meeting is over- you either have a sale or you don't. So it's important that you don't screw this part up. There are some things to say before showing pricing that will not only whet your prospect's appetite but also flow the presentation with confidence an...

Placement and persistency are the hidden twins in our industry that often get overlooked and swept under the rug. Well, I'm lifting up the rug and sweeping them back out! K, sorry- bad analogy. But we do need to talk about them. These are the two scores that quality agents are made of. The data that tells all. Good agents have solid placement and persistency and you should too. If you want to...