Joining Kyle today is fellow agent David Zapata where they discuss innovation in the life insurance industry. Kyle and David share how their FACTUM High Performing Organization model, focusing on success, leadership, vision, training, coaching, innovation, and ownership, is reshaping the industry. Tune in to learn how they're building solutions that empower agents and enhance the life insurance experience.

Highlights 01:48 David Zapata's background, including working in corporate America in the jet engine business and how it shaped his understanding of innovation 06:15 Things that pose as potential problems in the world of insurance 06:44 How Kyle and David's collaboration has led to various innovations 10:52 How to grow clarity in a KPI 12:52 Their personal excitement about monthly tracking of policy cash and how this realization changed their perspectives and conversations 15:26 The importance of showing actual growth rates rather than future projections in reports 17:51 Why you should have transparency with your clients for them to understand the potential of their investments 21:47 Focus on automating the tracking features in the dashboard and taking information directly from insurance carriers 23:49 The essence of the community striving for abundance in all areas of life 24:09 Discussing client feedback and how their opinions and suggestions help them navigate and improve their tools and resources

Episode Resources

• https://www.factumfinancial.com/
• https://www.factumfinancial.com/resources/#courses
• Connect with Kyle Fuller
• https://www.linkedin.com/in/kyle-fuller-9516311a9/
• https://factumfinancial.ac-page.com/book-appointment
• Connect with David Zapata
• https://www.linkedin.com/in/bydavidazapata/