In this episode, David Duford of FEAgentMentor.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: […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. People in the episode: Jeff Root: [email protected] Mentioned on this episode: […]

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. People in the episode: Jeff Root: [email protected] Bart Catmull Mentioned on this episode: Sagicor […]

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: [email protected] Tim Clairmont:  www.timclairmont.com Mentioned […]

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? […]

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: [email protected] Jason Patterson Mentioned on this episode: Bing MLISP Episode #12: Life […]

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 […]