Built Simple (in Insurance and in Life)

A replay from one of "Insurance, Life, and Everything in Between"'s first ever episodes! The podcast explores the inspiring stories and key characteristics of "underdogs" - individuals who overcome significant obstacles and defy expectations to achieve remarkable success. Using examples like the movies Rocky and Invincible, the hosts highlight how underdogs are driven by determination, resilience,...

This episode explores the changing landscape of Medicare plans and the challenges agents face in adapting their sales approach. Key points: - Benefits are decreasing while costs are rising, making the traditional "sizzle" approach of highlighting extra benefits less effective - Focusing on dual-eligible and low-income subsidy plans may become more challenging - Selling Medicare Advantage plans wit...

Adam talks about his sales week out in the field and how when it's crunch time, he seems tends to turn it up a notch and get a few more sales to end off the week strong.

Adam and Chris discuss the importance of having a presentation and also of knowing what to say and how to say it. Adam runs through his presentation and the reasoning behind why he presents the way that he does.

Adam and Chris discuss the difference between being Ordinary and Extraordinary in sales.

Get ready to harness the power of practical strategies this Dynamic Friday! Join us as we dive into actionable insights that can transform your week into a profitable one. From elevating your sales tactics to treating Friday like your most productive day, discover how to maximize your potential while building connections through teamwork. Learn the importance of sharing your journey and empowering...

Adam & Chris discuss the importance of holding oneself accountable when it comes to success in business.

In this episode, Chris and Nick speak with the National Sales Manager of Transamerica, Steven Weber, where he unveilings the new, state of the art Final Expense product that projects to become a big player in the Final Expense field.

Join us in this episode as we delve into unexpected high costs in daily life events, from costly medical treatments for pets to backyard landscaping. We explore the challenges and differences between working with Medicare and life insurance, highlighting the importance of protection and commission structures in the insurance industry. Discover the complexities of Medicare plans, the evolving lands...

The episode covers the recent disruptions and changes in the Medicare insurance industry, particularly the termination of thousands of agents by a major prescription drug plan provider. The hosts discuss the unsustainable nature of these drastic actions, the struggle of companies to handle increased workloads without properly compensating agents, and the potential impact of losing prescription dru...

In this episode, Chris & Adam delve into the nuances of insurance sales strategies, focusing on door knocking, appointment setting, and phone sales. They share insights into the importance of maintaining a high level of activity and commitment to drive success in the industry. The narrative follows a journey of transitioning from door knocking to setting appointments via phone calls, highlight...

In this episode, Adam and Chris dive into the world of sales, emphasizing the importance of setting high goals and maintaining confidence to close deals effectively. They share successful sales experiences, highlighting the impact of professionalism, preparation, and perseverance in sales interactions. From converting hesitant clients to revisiting old leads, the speakers discuss the ups and downs...

Chris and Adam discuss the importance of planning ahead; especially when the holidays at the end up the year take up 2 business days each in consecutive weeks.

In this episode, Adam and Chris talk about shifting training sessions to Fridays, offering long-form training on earning $200,000 a year, mentor sessions for agents, and live events for agent success. They stress consistency, motivation, and time management for achieving goals. Strategies for increasing income through setting appointments efficiently and focusing on higher premium sales are highli...

This episode explores the contrasting approaches of setting ambitious, challenging goals versus more realistic, attainable goals. Adam and Chris discuss the merits of each approach, acknowledging that successful people are often driven to continuously set higher goals. They emphasize the importance of having a strong "why" and the drive to be the best, even if it means dealing with setba...

This episode provides valuable insights for insurance agents, particularly those in the final expense insurance business. Key takeaways include: - Embrace an active and persistent mindset, utilizing resources like admin staff to maximize field time. - Challenge mediocrity and take calculated risks to unlock greater growth opportunities - Prioritize age leads for new agents and maintain a consisten...

In this episode, an insurance agent shares insights on generating business and referrals, emphasizing personal responsibility and control over results. Through successful strategies and client scenarios, the importance of communication, legacy planning, and income protection with life insurance is highlighted. The discussion touches on the efficiency and transparency of working with Baltimore Life...

- Adam shares his success from persevering through exhaustion to visit leads, resulting in two applications and $2,000 in annual premium. Pushing through discomfort is crucial. - To regain momentum, follow up with past clients who now trust you more. Stress the urgency of getting coverage before costs rise further. Long-term financial planning is key in the insurance industry. - Find your "bi...

Here are the notes summarizing the key points from the podcast episode: - Emphasizes the importance of providing realistic, experience-based training for aspiring insurance agents rather than relying on "flashy webinars and fluff" - Advocates for setting proper expectations, providing a clear roadmap for success, and avoiding a focus solely on quick financial gains - Cautions against the...

 The "Insurance, Life, and Everything in Between" Podcast: Industry in CHAOS - Another one bites the dust! Discussion on the exit of life insurance carrier Prosperity from the market, likely due to profitability issues and high agent turnover - Importance of agents having a solid lead generation plan to avoid debt accumulation when they leave the business - Need for insurance companies t...

This episode provides insights into Adam's recent sales experiences and strategies for improving productivity. Key points include: - Adam shifted his work schedule to start at 2 PM, allowing for morning projects while still booking 5-7 appointments per day through their appointment setters. - Many leads were not interested or couldn't afford additional coverage, leading to some challenging...

Adam persevered through a challenging day with an eye issue, no-shows, unhelpful clients, and scheduling conflicts - He remained resilient and adaptable, reworking his route and following up on leads to succeed in the insurance sales industry - Adam helped an elderly woman get additional life insurance for her disabled son, writing a $20,000 policy - Despite some unsuccessful appointments, he had...

In this episode, Adam Brsan and Chris Smith discuss the crucial role of consistency in the insurance business. They emphasize that consistent efforts in lead generation, maintaining a steady schedule, and communicating with clients are essential for overcoming challenges and achieving success as an insurance agent. Key points: - Consistency is key, just like in sports or fitness, where repetition...

In this episode, Adam shares his journey of overcoming financial struggles, learning the importance of financial independence, setting goals, rebuilding his career, and prioritizing family time. He reflects on past mistakes, expresses gratitude for support, and emphasizes the value of hard work and determination in building a better future. Tune in for inspiring insights on personal finance and gr...

In this episode, Chris stresses the significance of Fridays for insurance agents, urging listeners to capitalize on growth opportunities, engage with clients, and maximize networking. They share personal anecdotes illustrating the impact of seizing business openings, adapting to client needs, and building trust. The importance of motivation, flexibility, and consistent lead generation in the insur...