In this episode we have a Special Guest who shares her valuable perspective as young woman embarking in the space of Life Insurance and Financial Services. A discussion on what brought her to this process and how she made the decisions she did in her process. We explore and embark on stigmas in the culture of the youth and the dynamics that differ from the male and female perspective as it applies to Financial Literacy.  Check out this episode and empower yourself with financial literacy from the viewpoint of a confident teenage woman. Discover the secrets to achieving your dreams and creating a prosperous future. ✨💰

We believe EVERYONE needs to get a second opinion and feel empowered in their financial decisions for their future, this is why we offer ALL of our clients a no-obligation, easy quote! Just head to our website www.agencyelevated.com to get started or give us a call today at 877-413-0766

If you're looking to join a powerful and supportive mentor team, whether that be a part-time of full-time Agency Business Owner, we want to talk with you! Just give us a call today at 877-413-0766

In this episode, we explore the similarities and differences between:

Expand your knowledge about these three different products that can be used for Retirement planning. What are the benefits of each, what are the limitations of each and which ways can you utilize these products in your retirement portfolio.

Learn the tax-deferred advantages, tax-free advantages and, tax-favored advantages that these three different products offer. We evaluate each product both strengths and weaknesses and make comparisons between them all.

Walk away from this episode with a better understanding of some of your options and how these products may all have an important part in your portfolio.

Don't miss the 2nd Part of a "Needs Analysis to Solutions" for Life Insurance.

In this episode, we take the Needs Analysis information and present solutions and products to solve for Jeanette and Joanna (our hypothetical clients). See the value of completing a thorough needs analysis and clearly explaining the solutions and products.

Every person should have or have had a needs analysis completed in this process, as each individual case is different. In this completion of a two-part episode, you see the steps from a thorough needs analysis all the way through the solution and commitment determined from the client's own budgetary needs.

To get started on your EASY, NO OBLIGATION quote with us at Agency Elevated just head on over to our website Agency Elevated, and fill out our quote form or email us directly at [email protected]

5 Real Cases of People Purchasing Life Insurance with us at Agency Elevated.

From having a variety of health issues to being an entrepreneur, age ranges from 19 to over 70...and ALL of these examples received their Life Insurance Policy in the Month of September, LIFE INSURANCE AWARENESS MONTH #LIAM

Enjoy!

What does it look like to get a Life Insurance quote?

In today's episode, Jeanette comes on as an unscripted mock guest, while John is the Agent gathering information to get her a quote.

What we have found is most people dread or avoid this one step to having that extra layer of protection because the feel it will be hard, when in reality is a quick and easy process as you can see in today's episode.

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Are you an Insurance Agent sitting on an island, lost and don't know where to turn? This podcast is for you!  The largest public group for Insurance Agents on Facebook and the Owners are with me in Studio...and for those of you ready for the next level we also discuss a program to get you there!

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In a world of over 1.2 million Insurance Agents, Brokers and Service Personnel, HOW CAN YOU FIND YOUR FLEX?  Literally, the way you brag on yourself and bring your value front and center to the marketplace.  Today's message speaks directly to this and the importance

Be sure to head over to our Agency Elevated Facebook Group where value is added daily to help you go from Insurance Agent to Agency Business Owner. 

You can also find more about us and subscribe to our weekly blog on our website agencyelevated.com

If you want to start learning more today start by picking up one of our free guides The Agency Business Owners Non-Negotiable Playbook