Life Insurance Academy Podcast

We are continuing our podcast series on leaving your client in a better position. In part one, we discussed how to properly handle the "I already have life insurance" objection. In part two we cover how to correctly propose replacing that policy IF it benefits the client. Our goal with this series is to improve your client servicing, help you write better premiums, reduce chargebacks, and ultimate...

If you're an agent who sometimes hits a roadblock when a client already has coverage, or you're doing well but think there's more money to be made, this episode is crafted just for you. This is the first part of a new series about leaving your client in a better position.  Our goal with this series is to improve your client servicing, help you write better premiums, reduce chargebacks, and ultimat...

The last few years have normalized the idea of working from home, but what about making six figures from home?!? As a Life Insurance Agent, we have seen it done and want to teach you how to replicate it! We have broken it down into a five-part framework that we feel is absolutely vital for you to achieve this goal. In this episode, Roger Short and Chris Ball cover all the key fundamentals to makin...

This week on the Life Insurance Academy podcast,  we are wrapping up the interviews from our Telesales Bootcamp series. Over the span of two weeks, dozens of agents logged thousands of phone calls, leveled up their businesses, and made a difference in the lives of the families they served. In this episode, Roger Short talks with Sonia Rodriguez, Jackie Tirado, Rosio Suchil, and Allison Jackson abo...

When we put the word out that we were doing an immersive telesales training event the response was overwhelming! We had so many agents who wanted to participate that we had to extend it into a second week! This week we continue our Life Insurance Telesales Training interviews with a new set of agents ranging in experience from newly licensed to seasoned veterans. Join us as Roger Short sits down w...

Join us for an exciting episode of the Life Insurance Academy podcast as we dive into the immersive world of life insurance telesales training. Life Insurance Academy recently hosted a three-day event where Chris Ball and Roger Short invited a dozen agents for in-depth telesales training.  In this episode, Roger Short interviews agents from various backgrounds sharing their insights and experience...

There are numerous benefits that telesales brings to life insurance professionals. Agents can efficiently connect with a high number of potential clients, offer personalized solutions, and build strong relationships, all from the comfort of their own homes or office. Selling life insurance over the phone empowers agents to reach a wider audience, offering services in multiple states, and unlocking...

If you had the opportunity to make your monthly salary in five days, would you take it? No gimmicks, no second job, just you doing the same thing you do every day in a new competitive team environment. The benefits of a focused environment, free from distractions, allow for accelerated growth and success. This training approach can redefine your sales experience and help you make more money in one...

Technology plays a huge role in our daily lives, adding ease and efficiency to most tasks. This is particularly true for a life insurance agent focused on telesales. Now, you don't need extravagant tools to begin telesales. A cell phone, or landline phone, and a laptop can get you up and running. However, for those seeking to optimize their process and elevate their business, gradually integrating...

 As agents we search for the ever-relevant "secret recipe" of success, but it hasn't changed much honestly. While the way insurance sales are conducted has evolved, some crucial factors have stood the test of time.  The first thing to remember is that trying to reinvent the wheel in insurance sales is not the way to go. Successful agents invest in proven lead sources and marketing expertise instea...

Every new life insurance agent comes from diverse backgrounds and skill sets, and everyone starts with varying levels of proficiency in sales. One thing to remember when you are getting started is that you are definitely going to suck. But don't worry! We did too! The learning curve in the insurance business is steep, and everyone needs adjustments and adaptations along the way. The value of perse...

Anyone that has been in sales long enough knows the feeling of being told no.  Many agents are solely focused on getting the sale and fail to understand the significance of the entire sales process. The industry's marketing approach often emphasizes the end results, such as financial success and incentives, without adequately communicating the importance of the journey and the steps involved. This...

Recently we discussed what we would do differently if we started all over again. But have you ever heard our origin story? A few weeks ago, Roger Short had the honor of being interviewed by Cody Askins about his entry into the life insurance sales business.     Roger shares his story of how he was able to write $137,400 in annual premium in his first four months as a life insurance agent, and how...

Last week we talked about how good leadership with solid systems, track records, and trustworthy people is key to success in life insurance sales. We even laid out the path to a six figures sales career in your first year. But what about those who are ready to take the next step? How do you scale your business to seven figures and beyond? In this episode, Roger Short and Zach McElwain cover a simp...

We have all seen videos and podcasts that say things like "6 figures in 6 Days" and wanted to replicate it. One thing to remember is that starting any new business comes with start-up costs, and starting in insurance sales is no different. The trick is understanding what those costs are and setting your expectations accordingly. We realized that in 160+ episodes we have never covered the start-up...

What if we told you there was a way to make an extra $100,000 this year without overhauling your entire sales approach? What if we told you it was as simple as asking a few extra questions on appointments you are taking? Sounds too good to be true, right?  Well, life insurance agents all over the country are discovering the power of annuities and retirement planning, which is accessible to sell wi...

It's easy to look at the challenges life throws at us and just walk away. This is doubly so in life insurance sales. We run into carrier questions, underwriting issues, "problems" with leads, and a litany of other hurdles on a daily basis. But every hurdle is a stepping stone to the next opportunity. That's the way Medicare Master Brian Thompson looks at it anyway. In this episode, Roger Short and...

We have all looked back at our past and wondered if we made the right decisions in our professional lives. We might have thought we would quickly find success or make a lot of money right away. In reality, success takes time, hard work, and the ability to learn from our mistakes.  As we all know, hindsight is 20/20, and there are inevitably things we wish we had known or done differently. In this...

Every successful team in sports or business has one thing in common, a great coach. This is especially true in life insurance sales. A coach's job in insurance sales involves holding up a picture of their agents' vision, goals, and dreams as well as listening to and building a relationship with them. Far too often uplines, team leaders, and agency owners in the insurance space focus too much on po...

Transitioning into insurance sales is a difficult decision to make, especially if you are currently in a "safe" job. You might worry about not having the correct prerequisites to find success in this business, or the idea of leaving that "safe" position is too scary.  Well, what if we told you that you could write $18,000 in business a month working part-time with no degree? That is exactly what t...

Everyone's journey into life insurance sales is different. Our "Whys" will differ from agent to agent, but one thing is the same in almost everyone's story. That first step into the business is exhilarating…and terrifying. The idea of being your own boss and having an uncapped income is super attractive. But what vertical should I focus on? Should I use a leads-based system or a warm market? Capti...

We have been in the life insurance industry long enough to have seen all the cycles. We've seen agents rise, fall, and then disappear. We've seen agents struggle and then give up and we have seen others overcome those struggles and win. And we keep getting asked the same question, what is the secret to success in life insurance sales? The conclusion we have come to is this; success in life insuran...