The Modern Insurance Agent

What Final Expense Agents Really Need to Succeed in 2026


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Most final expense agents are working harder than ever…
and still falling behind.

Low comp.
Inconsistent lead flow.
Outdated recruiting models.
Zero real systems.

So what actually works now?

In this episode of The Modern Insurance Agent Podcast, we sit down with Douglas Massi, a veteran final expense agency owner and trainer who went from broke, in debt, and grinding alone to building a scalable, system-driven final expense agency alongside his wife.

Douglas has been in the trenches since the early days of final expense long before funnels, training libraries, or real support existed. Instead of protecting ideas, he shared them publicly… and helped raise the standard for the entire industry.

This conversation cuts through the hype to reveal what final expense agents truly need to win in today’s tighter, more competitive market and why appointment funnels, training systems, and transparency are no longer optional.

If you’re tired of MLM-style recruiting, low-comp confusion, and inconsistent production, this episode will reset how you think about growth in 2026 and beyond.

🧠 What You’ll Learn in This Episode
✔️ Why most final expense agents struggle and what’s actually missing
✔️ The 3-Legged Stool Method behind consistent top producers
✔️ How appointment funnels increased agent confidence, production, and retention
✔️ Why face-to-face systems still matter even in a digital-first world
✔️ The truth about MLM-style agencies, low comp structures, and outdated models
✔️ What final expense agents must implement now to stay relevant through 2026

🚀 Key Takeaways for Final Expense Agents
• Systems beat talent every time
• Appointment setting is becoming mandatory, not optional
• Training + leads + structure create long-term stability
• Agents deserve transparency, leverage, and realistic expectations
• Agencies that refuse to modernize will get left behind

🎯 Who This Episode Is For
• Final expense agents feeling stuck or burned out
• Producers questioning MLM-style agency models
• Agents who want consistent appointments and real systems
• Agency owners looking to scale without chaos or hype

🎓 Douglas Massi’s FREE Weekly Final Expense Sales Training (Mondays)
👉 https://unitedfinalexpenseservices.com/final-expense-telephone-sales/
📺 Douglas Massi on YouTube (Free Training Library)
👉 https://www.youtube.com/channel/UC3kcfLLJJ2cZwIx0n8qaf6w

Connect with Us:

🔗Download the resources & access the full podcast library jumpstartgonow.com/podcast

Join the Movement of Modern Insurance Agents!

Ready to become the agent clients trust and refer to their friends? Start by building your personal brand, using social media effectively, and prioritizing relationships over transactions. Let’s change the way people see insurance one client at a time! 🚀

📢 Join the discussion! Connect with like-minded agents and get exclusive marketing tips in the Marketing for Insurance Agents Facebook Group. jumpstartgonow.com/join-group

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