Agents for Life!

A good life insurance appointment is made up primarily of questions. As a professional, your job is to first understand the needs of your prospect before you can recommend the type and amount of coverage they need to get in place. If you don't first understand, you'll be viewed as a salesperson rather than a trusted professional. Here's one question you should ALWAYS include in every a...

If you're a licensed agent, you have three contracts you need to be aware of. The first two are obvious: a contract with your IMO and a contract with each carrier. But the third one, it's not so obvious. In fact, it's not even a contract that you sign. But it's there. And you need to know about it. YouTube link: ⁠https://youtu.be/99i18EKwWIA If you have any questions, you can reach us here: ⁠⁠http...

Are you ready to start building your agency? You've heard a lot about it, but maybe you're not 100% on how to go about doing an interview. Well, this is your podcast! Hopefully you can put some of this to work in your favor. You'll be surprised at how many people out here are hungry for a side hustle or new opportunity. Let's don't be secret agents. YouTube link: https://youtu.be/Wi2TwaZPZio Scrip...

What does a hummingbird, a vulture, a garden, an airplane and Darren Hardy all have in common? Click play and you'll find out! YouTube link: https://youtu.be/DzqCMACRpNU?si=jlsgNTKS5G_gQLVK 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://lifemattersagency.com/insurance/ Have an idea or topic sugge...

Please note, this is best viewed on YouTube since there are some referenced materials on video. This is an overview of the Equis Opportunity, updated with the new bonus and compensation guidelines. If you're an agent looking at a change of pace, or if you're just looking to do something bigger in 2025 and considering life insurance as a side hustle, take a look. YouTube link: https://youtu.be/T2xD...

Some of you may know by now that I love numbers. They tell the story of how your business is doing. This podcast tells my story of 2024. There are some things that went well, other things that didn't go quite so well. And plenty of things I want to do better in 2025. I hope this is helpful for you to learn from my journey. YouTube link: https://youtu.be/CJDVkCX_StQ If you have any questions, you c...

Every prospect presents MULTIPLE sales opportunities. Far too often, we get so excited about making one sale that we leave the others on the table. This podcast breaks down the key questions for doing a thorough intake. It gives you more information, while convincing your prospect you can be their trusted insurance advisor. I hope it helps you double your sales in 2025! YouTube link: https://youtu...

In my six years here at Equis, I've been to some awesome conferences but I've got to say, the Columbus Conference was one of the best. Not only was it chock full of teaching, training, networking and advice from top leaders, but Equis unveiled our new 2025 compensation and bonus program. And it's a pretty sweet deal... YouTube link: https://youtu.be/JCdpmdNleXI If you have any questions, you can r...

The two main types of life insurance are term and permanent (which includes IUL and whole life). When doing a side by side comparison, term insurance is always going to be cheaper. However, there are a few other factors to consider to truly get a good comparison. And the one that costs less may surprise you. First, keep in mind that the price and the cost are two different things. The price is wha...

The gasoline in your engine that propels you toward your dreams is HUNGER. Everyone yearns for the HOW. But if the "how" were truly 100% of what you need, everyone with a college degree would be financially successful. The common denominator among those who achieve a high level of success is a deep-down, burning desire (desperation) that propels them through any obstacle, setback, insecurity, nega...

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...