In this episode, Zach and Chris dive deep into strategies to maximize your profitability and retain your business. They share golden nuggets about not just writing new policies, but also keeping your existing business on the books.

Join us as we discuss the essential work needed to minimize chargebacks and the importance of client retention. Zach shares his personal journey from being an introverted new agent to embracing the challenges of the industry. He highlights the fear of facing chargebacks and the strategies to overcome it, emphasizing the significance of retention over constantly acquiring new clients.

Chris and Zach explore the value of maintaining trust and confidence with clients, offering practical tips for improving policy persistency and minimizing chargebacks. They introduce the concept of the "cool down" to ensure clients feel confident and secure about their decisions after the sale.

Learn how to build deeper connections with clients through the CORE acronym (Children, Occupation, Recreation, Emotion) and understand the critical steps of summarizing the sale, setting expectations, and reconnecting on a personal level. This episode is packed with actionable advice to help you become a difference-maker in your clients' lives.

Don't miss out on these valuable insights to enhance your sales process, build stronger client relationships, and keep your business thriving. Subscribe, like, and comment to let us know how this podcast has empowered you to improve your sales and retention strategies. We appreciate your support and look forward to helping you succeed!

If you found this episode helpful, please subscribe, like, and leave a comment! Share your success stories about retaining policies or reconnecting with clients. Your feedback inspires us and helps us continue providing valuable content to support your success in the life insurance industry.

Today, we are thrilled to have a special guest all the way from Burlington, North Carolina. Meet Eric Howard, also known as Mr. Seven. Eric’s journey from college dropout to millionaire is nothing short of inspirational. In this episode, you’ll learn about Eric’s life, his path to success, and the strategies that transformed his career.

Eric shares his experiences, insights, and the powerful systems he developed to achieve remarkable results in the insurance industry. Discover how he went from struggling to making six figures, and eventually, seven figures. Eric’s unique approach, including his revolutionary "Book Method," has helped countless agents double their income and drastically improve their persistency rates.

Tune in to hear about Eric’s experiences that led to his success. Whether you're a new agent or a seasoned professional, this episode is packed with valuable tips and motivation to help you thrive in the insurance business.

Be sure to check out Eric’s 7-step sales training once it’s live on July 21st at https://www.eric7steps.com/

Don’t miss this episode of the Life Insurance Academy podcast with the incredible Eric Howard, aka Mr. Seven. Like, share, and subscribe for more inspiring stories and expert advice!

Are you about to graduate from college and still don’t know your direction?

Meet Caroline Trecartin from Chicago, Illinois, a remarkable young lady who reached out to us a year and a half ago after discovering our podcast. Finishing her undergraduate program and unsure about her future, Caroline embarked on a journey that led her to a successful career in the insurance industry.

Caroline's story is a testament to the power of perseverance and the opportunities that lie in the insurance business. From navigating the uncertainties of post-graduation life to finding her passion and achieving remarkable success, Caroline's journey is nothing short of inspiring. She shares her transition from college to the insurance industry, the initial challenges and self-doubt she overcame, and the critical role of community and mentorship in her success. Caroline has achieved impressive milestones, including writing $20,000 to $30,000 in premiums monthly and traveling the world.

Caroline's experience highlights the potential for young people to find fulfilling and lucrative careers in insurance. Her dedication, resilience, and willingness to learn and grow have paved the way for her success.

If you're a college student or recent graduate feeling uncertain about your future, Caroline's story might just be the inspiration you need. Discover how the insurance industry can offer you a path to financial freedom, personal growth, and a life of adventure.

Don't miss this episode of the Life Insurance Academy Podcast! Be sure to like, comment, and subscribe for more stories of success and inspiration in the insurance world.

Connect with Caroline Trecartin:

Instagram: @financewithcaroline

LinkedIn: Caroline Trecartin

Thank you for watching, and we'll see you on the next episode of the Life Insurance Academy Podcast!

Welcome back to another episode of the Life Insurance Academy Podcast! Zach and Roger are in the studio today, and we're excited to dive into some valuable insights for you.

In this episode, we discuss a common challenge faced by agents: commission breath. We share our experiences and insights on how to avoid coming across as desperate and instead, engage with clients genuinely. You'll hear about the importance of staying focused on serving clients' needs rather than chasing sales out of desperation.

We also talk about the critical role of consistent coaching and training for agents at all stages of their careers. Whether you're a new agent or have been in the business for years, this episode will provide you with practical tips to maintain a professional and client-centric approach.

Join us as we explore strategies to avoid commission breath, enhance your sales techniques, and ultimately provide better service to your clients. Don't miss this episode full of actionable advice and real-life examples to help you succeed in the insurance industry. Tune in now!

Welcome back to another episode of the Life Insurance Academy podcast! Today, we're in the studio with Chris Ball, fresh off an intense week of live coaching. We hosted an in-house telesales boot camp where we brought in 16 new agents, put them through rigorous training, and got them on the phones. Despite their initial nervousness, we provided scripts, dialers, and all the necessary tools to ensure their success.

In just a day and a half, our agents wrote $25,000 in premium across 27 applications. Fourteen agents wrote business, many for the first time. It was a testament to the power of effective coaching and the transformative impact of our bootcamp.

In this episode, Chris and Roger dive into a crucial element of our training: securing client commitment early in the presentation. We discuss the common challenges agents face, such as clients wanting to "think about it" or postponing decisions due to budget concerns. We explore the importance of tie-downs, micro-agreements that keep the client engaged and committed throughout the presentation.

We share practical examples of how to use tie-downs effectively. For instance, asking the client if they want to at least apply if the plan is affordable ensures a 99.9% close rate if they agree. It's about making positive statements followed by affirmative response questions to solidify the client's commitment.

We emphasize that as agents, it's our responsibility to guide clients through the process, ensuring they are with us every step of the way. By checking in frequently and securing micro-agreements, we can prevent last-minute objections and ensure a smooth closing.

This episode is packed with actionable insights and strategies that can make a significant difference in your sales approach. Whether you're a seasoned agent or just starting, mastering the art of tie-downs can elevate your sales game.

Welcome back to another exciting episode of the Life Insurance Academy Podcast!

In this episode, we dive deep into the real challenges of the life insurance business. Inspired by our recent episode where Chris and Roger discussed “Seven Reasons Why You Shouldn't Become a Life Insurance Agent,” we tackle the significant hurdles new agents face.

Did you know a study from Harvard and Yale found that 92% of people die with their dreams unfulfilled? That staggering statistic mirrors the life insurance industry's success rate, where 92% of agents fall out. Why? We explore this today, discussing both internal and external obstacles.

Internal obstacles like self-doubt, fear of failure, limiting beliefs, procrastination, lack of self-discipline, and negative self-talk can derail even the most determined agents. On the external side, we face logistical challenges, health issues, external responsibilities, financial constraints, and an unsupportive environment.

Our discussion today aims to help you identify these obstacles, learn how to navigate them, and ultimately become one of the successful 8%. Remember, overcoming obstacles requires resilience. Push through your fears, and take away their power to control your destiny.

Listen, reflect, and share this episode with someone who might need a little boost in their journey. Leave your comments, subscribe, and join us as we navigate the challenges and triumphs of the life insurance industry together.

Welcome back to another enlightening episode of the Life Insurance Academy podcast! Today, we delve into a seemingly counterintuitive topic: why you shouldn't sell life insurance. This episode promises to challenge your assumptions and perhaps even change the way you view the industry. We explore the real reasons why some agents succeed where others falter and discuss why exiting the industry isn't always a sign of failure. From understanding the high turnover rates to recognizing the unique challenges that can deter even the most enthusiastic professionals, this episode is a deep dive into the not-so-glamorous parts of life insurance sales.

Our conversation will also bring personal stories to the forefront, highlighting the journeys of agents who have navigated the tumultuous waters of this career path. We discuss the importance of resilience, the steep learning curve, and the necessity of being comfortable with discomfort. Whether you're an industry veteran or a newcomer considering this career, you'll gain insights into what it truly takes to thrive in life insurance sales and why it might not be the right fit for everyone.

Lastly, we want to hear from you! Join the conversation in the comments section below. What's your take on the challenges discussed today? Your feedback is invaluable, and we look forward to engaging with your thoughts and experiences. Tune in, gain perspective, and maybe even find your path clarified through today’s candid discussion.