In this episode, David Duford of DavidDuford.com talks about his new book called “Interviews With Top Producing Insurance Agents” ( buy on Amazon here )where he interviews 13 top producing life insurance agents. We also discuss the process of getting his direct to consumer burial insurance site to daily inbound leads and phone calls. In this episode learn: 1) What it took to get daily leads from the search engines (free leads!) from a brand new website within 6 months. 2) What carriers he sells ...
Aug 15, 2018•39 min
Randy VanderVaate In this episode, Randy Vandervaate guest hosts and interviews Jimmy McMillan from heartlifeinsurance.com . Both Randy and Jimmy have built niche websites producing consistent life insurance business and discuss the process and what it takes. In this episode learn: 1) How to niche down your life insurance website to get better results in the most efficient way possible 2) Going from concept state to daily leads within 1 year 3) Creating a website to differentiate yourself from t...
Feb 08, 2018•23 min
In this episode, Anthony Martin of ChoiceMutual.com walks us through his journey of starting a website from scratch and getting to daily leads from the search engines within 6 months. We also talk about why many agents fail at final expense telesales and some ways he makes it work. In this episode learn: 1) What it took to get daily leads from the search engines (free leads!) from a brand new website within 6 months. 2) The link building methods used to fuel his website’s success 3) Why final ex...
Jul 27, 2017•31 min
Glen Shelton owns Lead Heroes, a telemarketed lead vendor and in this episode we discuss working internet leads and what it takes to become successful doing it through some of our own insights into the business. We talk about timeframe to profitability, following up on leads, advice on transitioning to telesales and a bunch of other topics. In this episode learn: 1) What following up on your leads should look like. 2) How long it takes to become profitable working internet leads. 3) Advice on tr...
Jun 22, 2017•35 min
Jonathan Musgrave has been building turn-key digital marketing processes for agents for years. Using a combination of targeted traffic and an optimized digital marketing process, he delivers only the hottest of prospects to his agent clients. In this episode learn: 1) What it looks like to build a turn-key digital marketing strategy. 2) Facebook ads best practices. 3) How to get started to building turn-key digital marketing campaigns. People in the episode: Jeff Root: jeff@selltermlife.com Jona...
Jun 01, 2017•34 min
Brett Kitchen has the most experience of marketing and selling Indexed Universal Life Insurance (IUL) over the phone the phone of anyone I know. He’s also authored the book “Wealth Beyond Wall Street” and has a program to train and help agents sell IUL over the phone. In this episode learn: 1) How to identify the right IUL prospects. 2) An overview of presenting IUL over the phone. 3) Why agents should be offering IUL products. People in the episode: Jeff Root: jeff@selltermlife.com Brett Kitche...
May 05, 2016•30 min
Todd Ewing has the most direct to consumer telesales experience that I know of in the industry and he shares his 7 habits of successful life insurance telesales in this episode. At-A-Glance Success: * Produced over $1 billion in premium * Supervised over 500,00 paid policies * Created and built 3 start-up agencies As an Executive Insurance Consultant, he’s helped the top Direct Marketers, BGA’s and IMO’s grow and improve both top and bottom-line results. As Corporate Officer, he helped Transamer...
Apr 07, 2016•1 hr 11 min
Jovan Will from advisorinternetmarketing.com works with top financial advisors across the country to prosper in the digital age. We talk in detail about his marketing strategies to get appointments to market annuities and other financial products. Some agents are even selling annuities 100% over the phone and doing very, very well. In this episode learn: 1) How he uses his sales funnel to schedule appointments automatically and only speak with hot prospects. He believes in quality of leads and n...
Mar 17, 2016•30 min
The market for final expense is just getting bigger as more and more baby boomers are aging into retirement. This week we’re bringing in David Duford from FEAgentMentor.com to discuss how he teaches final expense agents to grow their business. We’ll cover lead programs, sales techniques and general advice on how you can sell more final expense life insurance. In this episode learn: 1. Top final expense lead programs 2. Sales techniques in presenting final expense 3. Insights to the final expense...
Feb 18, 2016•32 min
Shaun Caldwell makes a great case to implement direct mail in your business. As the internet continues to provide increasing access to more products, the need for direct mail will grow as means to differentiate brands and sustain existing customer relationships. In this episode we discuss” In this episode learn: 1. The risks in relying solely on internet marketing 2. The elements of an effective direct mail campaign 3. What an integrated direct mail approach looks like. People in the episode: Je...
Nov 05, 2015•19 min
Gregory was recently named one of the 20 most creative people in insurance and has over 20 years of life insurance industry experience going from agent, to home office executive and now as a thought leader for insurance industry innovation. In this episode learn: 1. Ways to act on your ideas to innovate the insurance industry and get funding to build your ideas. 2. What’s on the horizon for insurance industry startups. 3. There’s a systemic problem of insurance companies to innovate and stay cur...
Oct 08, 2015•29 min
Thom Singer has over 25 years of sales and marketing experience and is the Master of Ceremonies and Keynote for this year’s MDRT Top of the Table event. We’ll be talking about connecting with people in a technology driven world. In this episode learn: 1. Why social media isn’t a replacement for human to human networking. 2. How to get people to want to be in your sphere of influence. 3. Misconceptions about what networking is and how to do it more effectively. People in the episode: Jeff Root: j...
Sep 24, 2015•28 min
Jonas has been marketing in financial services for over a decade, focusing on lead generation and personal branding. He’ll be sharing with us some tips on building your local brand. In this episode learn: 1. How to use your email signature to generate business 2. How to use LinkedIn for local referrals 3. How you can use Google Alerts in your business. People in the episode: Jeff Root: jeff@selltermlife.com Jonas Roeser: jonas@agentreview.net Mentioned on this episode: 3in4needmore.com Calendly ...
Sep 17, 2015•39 min
Forget what you’ve heard about targeting Gen Y. Sophia Bera has built a very profitable business around Gen Y and in this episode talks about how she did that. Sophia is very open and generous with the inside look at her business and how she works with Gen Y. Lots of great “how-to” information for any financial services business. In this episode learn: 1. Why Gen Y when industry vets tell us there’s no money there? 2. Sophia’s path to build her brand and actionable advice to get started on yours...
Aug 06, 2015•46 min
Glenn Cooke is a life insurance industry veteran that uses marketing and technology to make life insurance easier for consumers to understand and purchase using his own twist on online marketing and building his own systems. In this episode learn: 1. How Glenn generates leads online for his agency 2. Importance and tips Glenn uses to increase conversions from website visitor to lead on your website. 3. How and why he builds most of his life insurance agency technology himself. Click Here to View...
Jul 16, 2015•37 min
Taylor Pearson is a digital marketing consultant and has spent the last 3 years meeting with 100’s of entrepreneurs from around the world helping them with their businesses. He’s been a huge influence on my business through a mastermind we take part in and we’ll be discussing accountability and a excerpt from his new book, End of Jobs . In this episode learn: – Accountability through forming a mastermind…and how to form one. – Learn about “Expected Value” and how it relates to entrepreneurs (and...
Jul 01, 2015•22 min
Patrick Pegram, also known as “Skipper”, is a 30 year life insurance industry veteran and has to be one of the most experience mortgage protection experts out there. There’s a lot of hype around the mortgage protection life insurance market and Patrick gives us the truth on what you can actually expect and how to best work this market. 2:35 MetLife and Century 21 partnership in the mid-80’s 14:50 Sell to their immediate need, don’t do a full needs analysis. 27:00 Current mortgage protection data...
Jun 26, 2015•1 hr 10 min
In this episode we interview a life insurance underwriter. We’ll keep the life insurance company and underwriter name anonymous so the interview can be as candid as possible. We ask a broad range of questions from what it takes to become an underwriter, what their average case load is, if cover letters really help. and common questions many of us have. Get to know the thought process of underwriters and the underwriting process to place more cases! Click Here to View the Full Transcript Jeff Roo...
Jan 29, 2015•24 min
This episode covers the current state of life insurance marketing and the magnitude of the opportunity in front of us for 2015 and beyond. As we close out 2015, there’s a few opportunities agents haven’t fully grasped that I’ll also cover those in this episode. Click Here to View the Full Transcript Jeff: Hey, life insurance agents, you’re listening to the Modern Life Insurance Selling podcast where we provide the tools to help you grow a more profitable life insurance business by selling online...
Dec 18, 2014•18 min
This week we have Bart Catmull, President and COO of Sagicor Life Insurance. Bart and I have a conversation about Sagicor Life Insurance and the no medical exam life insurance marketplace. Specifically his thoughts on where it’s going and challenges it faces. Click Here to View the Full Transcript Jeff Root: Hey life insurance agents, you’re listening to the modern life insurance selling podcast where we provide the tools to help you grow a more profitable life insurance business by selling onli...
Dec 04, 2014•24 min
This week we have Tim Clairmont, Founder of Clear Financial Partners, Top of the Table MDRT qualifier and author of “Passionate Ambivalence”. Tim is going to share with us his 4-step process for marketing and why he focuses on client experience over everything else. People in the episode: Jeff Root: jeff@selltermlife.com Tim Clairmont: www.timclairmont.com Mentioned on this episode: Clear Financial Partners Passionate Ambivalence Recent Action in the Sell Term Life Community: There’s a great top...
Nov 13, 2014•35 min
Nick Perry is on this week’s episode of the Modern Life Insurance Selling Podcast. He’s owner of the Independent Life Insurance Agent Association and we’ll be covering: 1. Selling high risk cases and “on the fly” field underwriting tips. 2. What to do when you don’t have enough leads. 3. Should you take advances or go as-earned? Also, when assigning commissions makes sense. 4. When to use non-med coverage and when to use medically underwritten coverage. There may also be a Jay-Z track mixed up i...
Nov 06, 2014•37 min
Jason Patterson returns to the podcast and we talk about all the success we’re having with Bing and why agents new to marketing online will get faster results when using the strategies discussed in this podcast with Bing. People in the episode : Jeff Root: jeff@selltermlife.com Jason Patterson Mentioned on this episode: Bing MLISP Episode #12: Life Insurance SEO with Jason Patterson Recent Action in the Sell Term Life Community: There’s a topic on using a technology that brings your website targ...
Oct 09, 2014•18 min
Laura Harris is a CLU, ChFC, CIC. She’s built her insurance business around creating systems and she’s willing to share those systems with you in this podcast. Her systems allow her to leave her office for 30 days at a time and feel confident the business is thriving. Laura is a firm believer in micromanaging processes, so there is no need to micromanage people. People in the episode : Jeff Root: jeff@selltermlife.com Laura Harris: lauraharris@allstate.com Mentioned on this episode: eMyth Revisi...
Oct 02, 2014•45 min
An in depth discussion about life insurance e-signature technology. If you’re selling over the phone and not using e-signatures, you’re losing out on a lot of business. This podcast will discuss why and information on using e-signatures. People in the episode: Jeff Root: jeff@selltermlife.com Mentioned on this episode: iGo eApp Docusign Marketech Recent Action in the Sell Term Life Community: Should you use an 800 number or your local number when calling outside of your area? Of course always us...
Sep 25, 2014•14 min
An in depth discussion about how an agent is generating over 500 leads per month and the importance of teaching yourself to be a well rounded marketer. People in the episode: Jeff Root: jeff@selltermlife.com Liran Hirschkorn: liran@bestlifequote.com Mentioned on this episode: Lead Pages Adroll Perfect Audience SellTermLife Community Recent Action in the Sell Term Life Community: Why ROI on lead sources is subjective. ROI doesn’t translate across the board. You have to factor in your own skills. ...
Sep 18, 2014•29 min
Consumers, purchasing life insurance over the phone, have different walls built up than the traditional face-to-face sale and typically give the same objections time and time again. Many of our listeners have been asking us to talk about these objections that we often hear when selling life insurance over the phone. Everyone has their unique selling strategy and different ways of overcoming the most common objections we get on topics like price, more time to think, talking to a spouse and others...
Sep 04, 2014•34 min
After a short hiatus from the podcast, we are back again, full force, with a great new topic – mindset challenges of new online life insurance agents. As a result of the countless conversations that I’ve had with agents, many of whom are seriously great producers, I’ve been able to classify each agent into an internet agent persona. On this week’s episode, I address the different agent personas and the why agents struggle with the whole internet life insurance movement. Tune in to discover what ...
Aug 28, 2014•14 min
This week, my guest is Scott Burke from FEXContracting.com. Scott has been in insurance for over 17 years and is now considered to be one of the leading final expense experts in the industry. Scott spent 20 years as a motorcycle dealer before his career change into funeral pre-need and final expense insurance. We discuss mistakes that agents make, the top finial expense guaranteed-issue companies, and the characteristics of the majority of the final expense customers. Don’t miss Scott’s game-cha...
Jul 17, 2014•37 min
On this week’s episode, Brian Greenberg joins me from TrueBlueLifeInsurance.com. Brian started out in 2004 and has had some very successful life insurance websites since his start in the business. Brian chronicles his journey from his fresh-out-of-college job at MetLife to becoming one of the most successful soft sale life insurance agents. We discuss what has set him apart from other agents, his 5 vital steps to success, and where he believes that life insurance is headed. Don’t miss these valu...
Jul 10, 2014•25 min
