Agents for Life!

If you're newer, chances are you haven't done business yet with Columbian Financial Group (CFG), one of our top carriers. The reason why is that CFG requires an application first before they start contracting. Well, I took some time this week to get to the bottom of how exactly one goes about getting that first application in. It's a bit complicated, but I break it down here. If you haven't writte...

When you boil it all down to the most simple elements, your business as a life insurance agent comes down to one of five things. Call them hurdles, problems or elements you need to master in order to be successful. But I can't think of any way someone could NOT be successful who has mastered these five things. Listen in... If you like this, you may enjoy my book . To protect your family, contact u...

Greetings. Chocolate cake is nothing more than a bunch of ingredients. Individually, they don't amount to a lot, but put together in the right way, they can add up to something amazing (and delicious).  Just like cake, your life is made up of a bunch of "ingredients" which are called decisions. Moments where you stepped out of your comfort zone and committed to yourself to do or be someone bi...

Have you felt a wave of negativity in the air recently? I have. Watching the news, inflation, economy, politics... it can get pretty heavy. I thought it might be nice to remind you that a little adjustment in your thinking can make all the difference.  Although a new way of thinking won't make all your problems go away, it will change how you see life and give you an increased capacity to han...

As agents (especially virtual agents), we have a very small window of opportunity to connect with someone to such a degree that they will trust us and want to do business with us. This is why building rapport is extremely important. In this podcast, I review five ways you can build rapport with your prospects, increasing your odds of becoming their agent for life. Enjoy! If you like this, you may...

Many have said that the key to success is mostly mindset. It all starts up in how you think. It's been a few since we've talked about that so I thought I'd take this one to remind you of how important it is to keep doing the mental work. Once your brain is truly on board with where you're going, there's no stopping you. Listen to these five steps. Try them out. But don't just "try" them out. Apply...

Setting goals is awesome. But there's a transformational shift that happens between thinking about your goals and thinking from your goals. Like anything in life, we must first become before we experience the results in real life. Here are my thoughts on the subject. If you like this, you may enjoy my book . To protect your family, contact us . To change your life, become an agent for life .

I feel I don't talk enough about mindset. It's a passion topic of mine. I just wanted to run a crazy thought by you. A thought about freedom, because that's really what this business is all about- you getting your freedom. I hope you make sense of it. It works in my head, it just doesn't always come out the right way. If you like this, you may enjoy my book . To protect your family, contact us . T...

Equis Conferences are life-changing events. If you missed it, don't worry- you can catch the next one. In the meantime, enjoy some of the most impactful highlights that I took down. If you like this, you may enjoy my book . To protect your family, contact us . To change your life, become an agent for life .

When a prospect gives you their pain, what do you do? If you're not probing, you're likely not getting the accurate answer. Most people sugar coat their answers. They want quick conversations so they can get to what? The pricing. Right? And the temptation is to give out the pricing too soon. Which always lessens your chances of making the sale. Instead, practice becoming a prober. Probe for the go...

This business is simple. It's usually us who complicate it. When you get it down, it works!  I've boiled down all the best tips and advice I have that I would give myself if I were starting over again. If you're new, this podcast is for you. If you're experienced, this is a refresher that will take you back to the basic building blocks of how to become a successful Life Insurance Agent. I hop...

Our brains are biological marvels. We've only begun to understand them. But one thing we do know is that there's a right side of the brain and there's a left side of the brain. And both are very different. If you're selling appeals to only the left side, you're doing yourself (and your prospects) a disservice. Listen in to learn why. If you like this, you may enjoy my book . To protect your family...

I picked up a new sales book. Dangerous, I know. I've learned to love reading and sometimes I'm a little obsessive about it. Every book, every page, every thought contributes to a better version of myself. My latest fling is called, "Exactly What to Say" by Phil Jones. It was recommended to be by Tracey Spikes. What I love most is that it's a quick read. Short chapters, easy-to-digest thoughts and...

I picked up a new sales book. Dangerous, I know. I've learned to love reading and sometimes I'm a little obsessive about it. Every book, every page, every thought contributes to a better version of myself. My latest fling is called, "Exactly What to Say" by Phil Jones. It was recommended to be by Tracey Spikes. What I love most is that it's a quick read. Short chapters, easy-to-digest thoughts and...

Hi everyone! I recorded an overview video of the Equis Opportunity in its entirety. Please feel free to use this as a tool to help spread the word should the need arise. Simply pass this podcast along to anyone who has expressed an interest or who you feel might make a good candidate for our team and our industry. And if it's been a while since you've reviewed this, it may be a good reminder...

As tough as this business is sometimes, it's really quite simple. And there are only 5 problems that can prevent your progress. Once you understand what they are and can identify them, there's nothing stopping you.  Except maybe problem #6. That one's a doozy. It oozes over all others and can be a bigger detriment to your success than anything else. What's problem #6 you ask? Listen in. If yo...

As an agent, who essentially writes your paycheck? Underwriters. We can write applications all day long, but if they're not getting approved, our clients are not getting covered and we're not getting paid. This podcast breaks format from what you're used to. It's a deep dive into all things underwriting with Jason Patello, one of the smartest field underwriters I know. Jason has written nearly 1,5...

If you've been anywhere near the Equis Community Facebook page , you've heard rumblings of a new "program" coming out. It helps middle-class Americans (anyone, really) get out of debt much faster by simply rerouting their dollars through a "compound interest filter." And guess what? If you have a life insurance license, you can do this with people. So, I thought I'd try it out. I set up a call wit...

[firstname,fallback=Agent for Life], Albert Einstein once described compound interest as the “eighth wonder of the world,” saying, “He who understands it, earns it; he who doesn’t pays for it.” The more I study the advanced market products, the more I'm impressed by the wonder of compound interest and what it can do for you. But then, I wondered- what if the fundamental principles behind such a ma...

I'm loving this QBS book. I hope you don't mind me taking another week to explain more concepts I'm learning from it.  In this week's podcast, I'm diving into three key principles that can really help you boost your sales. Use them and they can be a gamechanger.  If you like this, you may like my book . To protect your family, contact us . To change your life, join our team .

Features and benefits. That's what sells, right? Nope. When you go in with a list of why your product is amazing, think about what's happening. You're talking about...YOU. It's your favorite subject, but not theirs. Your prospect has their own challenges to deal with and the last thing they want to hear is how great your product is. All it does is make you a "salesperson." As agents, there's a sim...

Every so often Equis Financial puts on a live event where all the agents across the country come together to network, celebrate, learn, grow and inspire each other. Thursday was one such event. I've been to many of these over the years during my time at Equis and this one was one of the best. If you haven't been to one, you have a lot to look forward to! This podcast is dedicated to sharing my key...

Let's face it: leads are not cheap. Are they worth it? YES! But it cost money to generate a quality lead. As good as they are, they're not perfect. Anyone who has contacted a fresh lead and gotten squashed with a sour dose of rejection knows the sting.  "I just spent how much to have someone tell me "no?" The good news is it doesn't take very many Yes's to compensate for all the No's . Regard...

Behind every success story is a particular decision point. You might take weeks or even months to think about a decision, but the actual decision happens in one instance. One single moment. And if you have experienced any major change in life, you can trace it back to a decision made at a specific point in time. If you're going to be successful, you have to get good at making decisions. All succes...

I don't proclaim to be a scientist by any stretch of the imagination. I was an art student. But I do know that when the wind blows, it blows on everything. Interestingly, different things respond differently to that same environmental force. I found there are a lot of similarities to this simple concept and our journey toward success.  Listen in- plus you might learn a few things about how sa...