When you're first starting out, it's easy to get overwhelmed at product knowledge: which carrier, which product, which plan do you recommend? It can be a lot to take on. In this episode, I break down the high points of each- what to consider and where each shines.

Use this as a reference- it's a lot of information, not meant to overwhelm, but if you listen a few times, you'll get the main points.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

Many clients you will sit across from want their entire mortgage paid off if they die. That's what they think "mortgage protection" is. It's a myth. One of the most important conversations you'll have during the in-home presentation is explaining how protecting PART of the mortgage can still accomplish their goal of PROTECTING the mortgage. And most people will be OVER-paying if they try to pay off their entire mortgage.

This podcast will teach you how to direct the appointment down to one of three different conversations you'll have, depending on the age and health conditions of your prospect. You'll have much more success when you learn to master these.

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/

The single most important thing you can do on an appointment is build trust. Imagine being in your client's shoes. A stranger just showed up. You've known him or her for no more than 20 minutes before you're being asked your social security number, driver's license number, health information and ultimately your bank account information. Unfortunately, we live in a world full of scammers and snake oil salesmen.

Obviously you want to do business with someone who you can trust to handle all your personal information. You need to do everything you can to differentiate yourself from the pack. Here, I go into specifics, along with a fun story of the most skeptical nut I had to crack so far and how I still got the information to write the application.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

The biggest question new agents have is, "How do I run an appointment?" And it's a great question. One that you likely won't answer until you've gotten through ten or 20 appointments of your own. It may seem intimidating, but don't worry- the worst you can do is botch it and end up not writing a policy. But you didn't have one anyway, so you're right where you were before you knocked on the door.

But we do want to give you the best odds for success. So to keep it simple, follow a few principles and guidelines and you'll do just fine. This podcast isn't meant to replace what Eric Valdez and Bill Martin have already so eloquently put together. Instead, this podcast teaches you about the basic tools you should have and also the principles you should follow from the time you enter the home.

Most importantly, just relax and have fun. These are real people and aren't expecting perfection. They'll mirror the energy you put out, so laugh and enjoy your time together. You may just botch it up and still make a sale! I've done that many times myself.

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

So you're ready to attempt your first dial session. Or maybe your tenth (for some reason it's not getting easier). You know you have to dial in order to run appointments. And you know you have to run appointments if you want to write a policy and...get paid. Since it all starts with dialing, the pressure is on.

Your palms are getting sweaty. Your heart jumps up into your throat. You find every excuse in the world to put it off: your cat needs more water, you should check the mail...your shoelace is untied. Everything inside you says run the other direction.

I don't know about you, but I just described my first dial session.

What you may not know is there are a few things you can do to make this a little less intimidating. Listen through my suggestions and you'll find that the phone doesn't quite weigh 100 pounds after all. 

To protect your mind, keep listening.

To protect your family, contact us.

To change your life, join our team.

What is a risk assessment and how do you use it to increase your placement rate? Good questions, right? I'm sure you were just thinking of them. Well, good thing I'm here with a few answers. This week's podcast provides some training on one of the most valuable tools you'll learn to love as a field underwriter.

Want to make your job easier, increase your placement rate, get more families covered, earn more commissions and make clients happy? Listen on...

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/

Hey team. This week's podcast is on something you'll all experience at some point. I'll be honest, it's not the most fun part of this business, but I'm not one to sugar coat anything. Barry Clarkson has always said, "the only thing I can promise you is a hard time." But nothing worthwhile comes easy, right? That's why we're paid so well because we work right through the challenges.

Here I'm explaining something in our industry called a chargeback. What they are, how they work and how you can easily navigate them. But, they're not as bad as they sound. Jim Glascott out of California brilliantly coined them as interest-free loans.

I'll explain...

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/

It hasn't been that long since I started out. And yes, I fumbled the football over and over. Just ask Jason, my manager. But the number one thing I did was activity. 

In this episode, I'm giving you my best advice for those of you who are transitioning out from the comfort of your study course to the big, scary field where phone calls and appointments happen. Welcome to the club. Let's get this going!

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/

Are you going through lots of plots? In this episode, I cover off some mindset things you'll want to remember that will help you stay in the game and not get discouraged along the way. Plus, I go over my experience and case study working the new Internet leads.

So glad you're on the team! Let's get this done together- reach out if you need any help at all.

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/

In nearly 100% of the appointments I get on, I talk about living benefits. It's one of the things that sets us apart.

"Living benefits" is one of our defining elements of our business model so it's important that you understand what they are, how beneficial they are to our clients and how/when you can talk about them.

To protect your mind, keep listening, we're glad you're here.

To protect your family, contact us: http://lifemattersagency.com/contact

To change your life, join our team: http://lifemattersagency.com/equis/