One thing we agents don't talk much about (but is critically important) is running the numbers behind our business, not just the ones that we track for our goals. 

For this week, I thought I'd bring on a guest...an expert in taxes and finance. It's fun to make a few (thousand) bucks but it's even more fun to keep as much of that as you legally can and avoid Uncle Sam breathing down your neck. Preston Anderson (my CPA and tax guy) chats with me about setting up your entity, how to do your banking, deductions and more. I hope you get some great value from it.

Also, if you have any additional questions along these lines, please email me privately. If I get enough, I'll bring him back on for a second interview to talk deeper into these subjects.

If you like this, you may like my book.

To protect your family, contact us.

To change your life, join our team.

What's the difference between a window and a mirror? One you see TO and the other you see THROUGH. But there's a third lens that's more important than both of these. A perspective known only to One. And it's a vision you should strive to have for yourself because when you do, it'll change your life.

What we do is one of the most important lines of work in the world. You need to carry that belief into your dials and appointments. Families need protection. What we do truly makes a difference! Life is too short to play small. Push your fears aside and step out in faith, with sunshine on your face. Let's go!

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

What does someone mean when they tell you that you can sell ice to an Eskimo? More importantly, what are they saying about someone who has that skill? Would you consider it a compliment... or an insult?

This podcast breaks down what I've learned about being a true sales professional. Whether you realize it or not, you're in sales. You cannot get through life without selling, so we all might as well get good at it. But let's start by changing the stereotype we have in our minds about salespeople. When done correctly, sales is a blessing to both parties. Nothing less.

I hope you enjoy my thoughts and I hope they help you, inside and outside of selling life insurance.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

What if I told you you are not just a field underwriter? Or an agent? Or any number of small-minded titles we give ourselves. What if you started thinking like an "asset protector?" What happens?

If you're there to protect assets, the question you will have to ask is, what assets are there to protect? Starting out this way, you naturally enter the conversation with an open mind and curiosity to see what ELSE might be around you besides writing another term policy on a family. And, don't get me wrong- covering a family with a term policy is a lot of what we do.

But how much are we leaving on the table when we don't expand our vision? I just got back from a boot camp that expanded my vision in regards to all the ways we can help protect families...and their assets. Hopefully, this will help expand your vision as well.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

What's the most valuable skill you can have when doing an in-home presentation? It's asking questions, no question about it (see what I did there)? Over the time I've been an agent, I've assembled a list of my favorite questions I love to use in the home. This episode is dedicated to that list of questions and how/when I use them.

The key is to break down the walls, remove any sales pressure and create a comfortable environment where your prospect feels in control. Your curiosity will help them know you genuinely care. Besides, true professionals do not jump right into quotes without first asking enough questions to find out if there's a sale to be made and, if so, what that looks like. We are not quote calculators! We're licensed professionals.

Here's a link to download the document I'm referencing in this podcast.

Remember, God gave us two ears and one mouth- let's let them talk. Happy asking!

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

After an inspiring call this morning, I've committed to implementing a social media strategy of regular Facebook live videos. I'm challenging you to do the same. It's a free platform and with as many people on social media these days, there's really no reason why you shouldn't be on there in front of your audience. Besides, it's 100% free!

Social media channels favor "live" content because it keeps you on THEIR platform. When you share a video, you're simply posting content from other sites. I suppose they're selfish, but they like the eyeballs to stay in their space. So, a LIVE video will get a lot more play than just a post, photo or even shared video.

This podcast breaks down my strategy and how I'm going to go about doing it. Hopefully, it's insightful and helpful to you as well.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

I hope you've been having a wonderful week. If not, let's make it wonderful, with a little more training you can put into use right away. This week's podcast includes a few of my top tips for better success in the home (or on the phone). 

Onward and upward- let's go make this next week your best ever!

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

All great things come with some kind of a tradeoff. A sacrifice if you will. We sacrifice our time, money...even our comfort zones in the hope of gaining something better in return.

Success in life (and in life insurance) is no different. There's a sacrifice that must be made. I don't know of a single leader who got to the top without making significant sacrifices along the way. So if that's you, you're in good company.

Here are my thought on it...

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

We're in the middle of a huge shift. A shift in healthcare, a shift in chronic conditions and a shift in business. All of them affect us and if we roll up our sleeves, we'll have an opportunity unlike any other in the history of ever.

One day, you'll look back and be glad you did or wish you had. Either you let your fear stop you or you kick your fear to the curb and jump in.

So, what are you doing about it?

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

One of the most important elements of selling life insurance is finding the pain. It's the reason why your prospect is in the market for life insurance. Until you clearly identify that, there's no compelling reason for them to want to put a policy in place.

Nobody teaches it like Rob Jones. I recorded a snippet of his training on Sept. 1 to the Phonenix agents- some great stuff. I hope you can take some nuggets and put them into practice to help you on the phone and in the home to be able to protect more families.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.