The Life Insurance Training Show

131 - Bundling Life w/ New Business


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In this episode, we break down why you're sitting on a gold mine and leaving 60-70% of your revenue on the table. Every quote you run is a life insurance opportunity, but most P&C agents bolt it on at the end after the customer's mentally checked out. Then they wonder why they get "I have it through work" or "not right now."


Here's what changes everything: Layer life insurance into the quote as complementary coverage, not an afterthought. When you position it naturally during the process instead of after, you eliminate resistance before it starts, make your book stickier, and finally stop letting carriers own your customers.


I walk through the exact timing and language that turns every new household into a bundled account. If you're only closing auto and home, you're building half a business.



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The Life Insurance Training ShowBy Colter Johnson

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