Agents for Life!

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...

If you caught podcast 234, you got my take on the first section of a great book: Secrets of a Millionaire Mind. This week is the continuation of that. This is the deep stuff. The stuff going on in your mind. It's not tactics, but it's what's affecting the results and outcomes of your entire life. Learn to THINK like successful people THINK and you'll start to DO what successful peo...

If you haven't read the book, "Secrets of a Millionaire Mind," you need to. It's chock full of powerful principles that successful people embrace. Your results today is a sum total of how you've thought, felt and acted in your past. Your success tomorrow is the sum total of those things starting TODAY. Change your tomorrow by implementing some of these success principles toda...

If you've driven your car out in the mountains you've seen the bugs splatter on your windshield. What does that have to do with insurance (or even success in general)? Everything! Let me explain... Landing page: https://myagentbuilder.com/agent YouTube version: https://youtu.be/_Ned7MUjDXY Have an idea or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠topic suggestion⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ? To protect your family,  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Getting started is SUPER important to your journey. In fact, most people who win as life insurance agents come out of the gate strong. Think of a runner- you mess up on the starting blocks and you have a tough time winning the race, right? There are tons of distractions, most of which won't bring in any income for you. This podcast is for all the new folks just coming on so you know exactly wh...

Just like most things in life, as an insurance agent, momentum is everything. It's tough to get but once you do, you'll thank your lucky stars because the business becomes much easier. Maintaining and cruising along is easier than all the effort required to get going. Something to do with Newton's law, I think (I'm not a scholar, but I've heard of the guy). Learn this and you c...

One of the keys to a successful appointment is keeping your messaging streamlined and focused on what the client wants most. Mortgage Protection appointments are all about...their mortgage. In a sense, they're simpler than other types of appointments. If you're focused on Mortgage Protection, there are three main strategies (not products) that you should understand so you can help steer yo...

Mentorship, as it turns out, is a two-edged sword. Your mentor has a role to play, but you certainly do, too. And it only takes one of you not doing his/her job for everything to not work out. This podcast is dedicated to a topic you don't usually hear about: how to be a good mentee. Because even the best mentor cannot help someone to their goals if the student isn't doing his part. Here a...

Go to school, get good grades, graduate with a degree, find a company and work for 40 years and they'll take care of you. That may have been good advice for my dad or grandpa, but it's not good advice anymore. The traditional model has been turned upside down. This podcast breaks down the two models, diving into cost, risk, timelines and opportunity in each. May the best man win. Landing p...

I do a lot of interviews with new candidates considering joining Equis Financial. And one of the questions I get asked the most is, "Why is Equis different?" What they're asking is, why should they join? What is it about your system that's so great and how is it different from everyone else? Hopefully, after you listen to this, you have a good idea of how to answer that question....

Is your income system-driven or activity-driven? There's power in owning and taking advantage of a system. And that's exactly what we have our hands on. Are you leveraging the Equis system to your full advantage? Or are you like the guy who owns a beautiful new Ferrari but never drives it? What you have is capable of so much more, as soon as you catch the vision. Don't fall short on th...

If there ever was a formula for success, this would be it. Everything starts with your response to what life throws at you. The cool thing is that it's the only thing that is needed. So, God kind of made that work out quite nicely. NTC Orlando Conference Notes: Landing page: https://myagentbuilder.com/agent YouTube version: https://youtu.be/mrRWxR7Ge6Q Have an idea or ⁠⁠⁠⁠topic suggestion⁠⁠⁠⁠...

The first part of your appointment is the most important. It's the small window of time you have to instill confidence and trust, overcome objections before they surface and set the expectations for what will happen over the next 20 minutes. If you don't have your "table setting" script down yet, listen to this and make it a priority. When you learn to do this properly, you'l...

An increasing number of us are getting requests, especially from Ethos leads, where folks want the Big Kahuna. They want the million-dollar policy. And yet, in over 1,000 policies I've written, I can count on one (maybe two) hands, the number of cases that are near that size. What that tells me is what people WANT and what people actually GET are almost always two different things. A very impo...

By now, you have likely heard about our new comp plan! It's quite the gamechanger. It's time for all of us to step up our game and build our businesses. This podcast (and the video) is for all of you to help you easily spread the word and get this opportunity out in front of others. Use any one of these links to share it with folks you know. Be consistent and over time, you'll see your...

Universal Life insurance is quite possibly the most misunderstood and misrepresented product on the market. They're tough to understand and can be even more challenging to explain to a prospect. This podcast will help you understand the difference in (hopefully) easy-to-understand terms. That said, please don't start presenting these if you're a new agent. Focus instead on simple produ...