Agents for Life!

How much of your business are you trying to keep in your head? Leads to call, pending cases to check, clients to follow up with, appointments to remember—the mental load adds up quickly.

In this episode, we look at why your brain makes a terrible CRM and introduce a simple three-part system for making sure opportunities don't disappear: Place. Status. Action.

The goal isn't just better organization. It's freeing your brain to do the work only you can do.

YouTube link:

https://youtu.be/FW_Lf1_XDa0

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

The most important questions in a life insurance appointment are often the most uncomfortable ones to ask—and answer.

But avoiding them doesn't make the problem go away.

In this episode, we talk about why great agents are willing to go where others won't, how to use uncomfortable questions without becoming pushy or manipulative, and why sometimes the best thing you can do after asking a tough question is simply shut up and listen.

Ask it. Sit in it. Clarify it.

YouTube link:

https://youtu.be/_cwj5fPy6xU

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Getting someone to say yes might feel like the finish line—but it's really just the beginning.

What happens after the application can determine whether you keep the business, earn the client's trust, and eventually generate referrals for years to come.

In this episode, we'll walk through the three Ps of the sale after the sale: protect the decision, prove the relationship, and produce the next opportunity. Don't just make a sale. Make a client... for life.

YouTube link:

https://youtu.be/Ye8BlW_CS4c

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Every life insurance application starts with a series of questions.

Some are knockout questions that determine whether you qualify at all. Others simply help determine the strength of your application. What if your business worked the same way?

In this episode, we'll walk through five knockout questions and five rating questions to help you evaluate your mindset, habits, and commitment.

It's time for a quick checkup from the neck up—and to see whether your success application gets approved.

YouTube link:

https://youtu.be/SIOF66sVgTo

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Every successful agent has experienced both hunger and desperation—but they're not the same thing.

Desperation can be a powerful catalyst, pushing you to work harder than ever before. The problem is, it isn't sustainable. Hunger, on the other hand, is fueled by purpose, growth, and the desire to become better every day.

In this episode, we explore the differences between these two powerful motivators, why one often sabotages relationships while the other builds long-term success, and how to transition from working out of fear to working with purpose.

If you're building a career that lasts, this conversation is for you.

YouTube link:

https://youtu.be/-z9k1VjJL8g

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

One of the biggest mistakes new agents make is expecting consistent results before they've built consistent skills, activity, and habits.

A few bad leads, a rough week, or several unanswered calls can quickly convince someone that the business doesn't work—when in reality, they simply haven't given themselves enough time or reps.

In this episode, we discuss three key expectations that derail new agents, why sales is more like farming than a vending machine, and how adopting a long-term perspective can transform both your mindset and your results.

If you've ever questioned whether you're cut out for this business, this episode is for you.

YouTube link:

https://youtu.be/OVC6ghxldB0

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Nobody starts their insurance career perfectly—and I certainly didn't.

Looking back, there are several things I wish I had prioritized earlier that would have accelerated my growth, strengthened my client relationships, and helped me build a better business. In this episode, I share ten lessons I learned the hard way—from recruiting and branding to follow-up, referrals, and asking bigger questions.

If you're early in your career, these insights could save you years of trial and error. And if you've been around a while, they may be the reminder you didn't know you needed.

YouTube link:

https://youtu.be/U0wPlB4kxMg

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

I've made a lot of mistakes over the last eight years. Plenty.

But today isn't about those. Today is about the things I'm really glad I did. The decisions that, looking back, gave me a huge advantage.

If I were starting from scratch tomorrow, these are the ten things I'd do again immediately.

YouTube link:

https://youtu.be/haOEkqpf7dQ

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Everyone wants better results, but few are willing to execute.

We live in a world overflowing with books, podcasts, courses, and training, yet knowledge alone doesn't build a business. In this episode, we explore why execution is the great separator between those who dream and those who achieve.

Because success isn't determined by what you know—it's determined by what you consistently do.

YouTube link:

https://youtu.be/Cx0vIkhnJOI

If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Have an idea or topic suggestion? Talk to me:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking

Everyone wants better results, but few are willing to execute.

We live in a world overflowing with books, podcasts, courses, and training, yet knowledge alone doesn't build a business. In this episode, we explore why execution is the great separator between those who dream and those who achieve.

Because success isn't determined by what you know—it's determined by what you consistently do.

YouTube link:
https://youtu.be/PeVPMAP6a6Y
If you have any questions, you can reach us here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifemattersfinancial.com/contact/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
If you're an agent looking for a mentor, start here:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://lifematterfinancial.com/careers/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Have an idea or topic suggestion?
Talk to me:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://forms.gle/6aLkM8MSTwH4eteVA⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking