In this episode I share a plan that can help you retain and/or convert the policies assigned to you. You will learn how your story and promises can give your new clients more than price to make their buying decisions. I will share ideas that will make your agency unique.


Check out other podcast episodes that can help you retain and/or convert the policies you were assigned ...

• Financial Risk Reviews Make You Agency Unique
• Cold Calls Are Your Punishment For Not Getting Xdates
• Give Your Clients What They Want.... Mortgage Insurance

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

• Learn what you can expect from my podcast, How To Simplify Agency Growth.
• Learn why I do and why I believe you will benefit by listening to my podcast.

If You'd like to discuss any of the episodes in How to Simplify Agency Growth don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

In my new podcast episode titled, Live Too Long -- A Financial Risk I share some of the ideas I used to help my clients prepare for the financial risk of living too long.

You will learn 

• The value of starting early.
• How to effectively use the Rule of 72.
• How to illustrate how mutual funds work.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

If you have questions or comment ... email me    [email protected]

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I will share with you five ways you can make your daily activities smart activities.


If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

If you have questions or comments ... email me    [email protected]

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I will introduce you to Frank Bettger author of, How I Raised Myself From Failure to Success in Selling. You will learn...

• How the magic of enthusiasm can change your life.
• How the key to success is as simple as seeing the people.
• How important it is to know what your client wants is to your success.
• How important questions can be to your success.
• How important it is to be a student of your business.
• How important a simple smile is to your career and your life
• How the law of averages can work for you.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

If you have questions or comment ... email me    [email protected]

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode you will learn...

• Learn what to say to effectively pivot from an ordinary auto/home insurance conversation to a meaningful discussion about life insurance.
• Three everyday agency scenarios that make pivoting to life insurance painless.
• Suggestions that can help staff "by in" to life insurance pivots.

Need videos for staff training ... See link below.
http://lifehappens.org

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

 If you have questions or comment ... email me    [email protected]

Check out my book, Your Time, Your Goals and Your Identity
https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I will share ideas I used to make my agency more efficient.
You will learn that constantly improving how you do what you do is essential to your agency's success.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

In this episode I share why I believe, in spite of the pandemic, you can still make 2020 successful. I will review how the five step goal setting process can make your 2020 goals a reality.

If you have questions or want a copy of the Monthly Production Form please email at  [email protected]

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

You can order my book, Your Time, Your Goals and Your Identity on Amazon.
 https://outskirtspress.com/yourtimeyourgoalsyouridentity
 https://outskirtspress.com/yourtimeyourgoalsyouridentity

In this episode I will share why I believe protecting your clients families with life insurance is more about changing your client's priorities than selling them policies.

You will learn ...

• How to make life insurance your clients number one priority.
• How to awfulize almost any problem.

Bill's book, Your Time, Your Goals and Your Identity is available on Amazon.

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

Contact Bill at ...  [email protected]

In this episode I will share why I believe that referrals are the key to your agency's growth.

You will learn ...

• The importance of developing a referral mindset.
• How to be referable.
• When and and how to effectively ask for a referral.

My book, Your Time, Your goals and Your Identity is available on Amazon.
https://outskirtspress.com/yourtimeyourgoalsyouridentity

If You'd like to discuss this or any other topic don't hesitate to set a one-on-one phone appointment.

 Let's Get it on the calendar ...       https://calendly.com/yourtimeyourgoalsyouridentity 

If you have questions and/or concerns email me ...   [email protected]