Life Insurance Academy Podcast

Things I Wish I Knew Before Selling Life Insurance: Establishing Processes

Welcome back to another engaging episode of the Life Insurance Academy Podcast! In our latest installment, we continue with our enlightening series, "Things I Wish I Knew." This episode is a treasure trove of insights for both seasoned pros and newcomers in the life insurance field. Join hosts Zach and Chris as they delve into the essential processes, tools, and resources that are transforming life insurance sales today.   In this episode, our hosts explore the intricacies of various sal...

Things I Wish I Knew Before Selling Life Insurance: Finding a Niche

In this engaging episode of the Life Insurance Academy podcast, Roger and Chris take a deep dive into the multifaceted world of life insurance sales, exploring the theme "The Things I Wish I Knew About Life Insurance Sales Before I Got Into It." This series aims to unveil the layers of knowledge and insights often only gained through experience in the field. The episode kicks off with a reflection on previous discussions about the importance of finding a supportive community and the right or...

Things I Wish I Knew Before Selling Insurance

Embark on a transformative journey with the Life Insurance Academy podcast as we launch a compelling three-part series tailored for both newcomers and veterans in the life insurance industry. Our series navigates the essentials of finding your place, carving out a niche, and mastering processes that ensure success. It’s an invaluable roadmap for those aiming to make a significant impact in the life insurance sector, offering guidance on aligning with a company that resonates with your values...

Selling Life Insurance: Avoiding the Biggest Insurance Sales Mistakes

In this compelling episode of the Life Insurance Academy Podcast, we venture into the critical landscape of life insurance, specially tailored for new agents embarking on this journey. The episode seamlessly blends invaluable advice with engaging storytelling, ensuring listeners are not just entertained but are also equipped with the strategies to navigate the industry's complexities. Our focus is squarely on identifying and avoiding the common pitfalls that new agents often encounter, with ...

Selling Life Insurance: Why This Nurse Started Selling Life Insurance

Welcome back to another insightful episode of the Life Insurance Academy Podcast! In this episode, we have the pleasure of hosting Alyssa Garcia, a true rock star in the insurance industry, and a beacon of inspiration for new agents venturing into the realm of insurance sales.   Alyssa shares her remarkable journey from being a dedicated nurse, passionately delivering babies, to becoming a luminary in the life insurance sector. Despite the challenging transition and the steep learning cu...

Selling Insurance: Working with the Law of Large Numbers

Selling Life Insurance: Using A.I. to Fill Your Calendar

In this groundbreaking episode of the Life Insurance Academy podcast, we delve into a topic that's reshaping the landscape of life insurance sales: the transformative power of artificial intelligence. Our special guest, the renowned Savvy Producer, Mr. Jason Richter, joins us in-studio to share his firsthand experience with AI in the insurance sector, particularly in mortgage protection and telesales life insurance.   Jason's journey with AI began with his venture, Voxr.ai, which leverag...

Selling Life Insurance: Picking the Right Product

In this episode of the Life Insurance Academy podcast, we're diving into a topic that might not sound like the most enticing at first glance, but trust us, it's a game-changer for anyone in the life insurance industry. Today we explore the critical process of selecting the right insurance product for your clients. While the title might not immediately grab your attention, the content of this podcast could significantly impact your earnings and efficiency.   Selecting the right product is...

Selling Life Insurance: The Best Leads

How to Sell Life Insurance: Triple Your Business in 30 Days with One Secret

In this episode of the Life Insurance Academy Podcast, we dive into Kevin Montes's inspiring journey from the bustling food industry in California to achieving success in the life insurance sector in Louisville, Kentucky. Alongside his partner Alyssa, Kevin's move was fueled by a desire for growth and proximity to a nurturing professional environment. Kevin's story is a powerful testament to resilience, adaptability, and the relentless pursuit of excellence. His transition from serving tab...

The Avalanche Effect: Multiplying Your Life Insurance Sales

Hey Life Insurance Pros! Get ready for an electrifying episode of the Life Insurance Academy podcast where we explore the depths of how to skyrocket your sales. This isn't just about mastering a sales strategy; it's about igniting the belief in the avalanche of applications you're capable of achieving!   In this episode, Chris Ball and Zach McElawain delve into the essence of belief and its transformative impact on your sales journey. They discuss not just the know-how but the crucial do...

How to Sell Life Insurance: Identifying and Overcoming Blind Spots

Join us in the latest Life Insurance Academy Podcast, where we're diving deep into the concept of 'Blind Spots' in life insurance sales. Blind spots, often unrecognized areas in our professional journey, can significantly impact your sales strategy. In this episode, Zach McElwain and Chris Ball, with their extensive experience and passion for life insurance, explore these unseen challenges and opportunities. They share personal anecdotes and practical strategies, offering a comprehensive und...

Is Life Insurance Hard to Sell?

Welcome back to another engaging episode of the Life Insurance Academy Podcast! In this episode, Roger Short, Chris Ball,  and Zach McElwain, delve into the complexities of selling life insurance, offering a blend of humor, honesty, and hard-earned wisdom.   In today's discussion, we tackle the burning question, "Is it hard to sell life insurance?" Our hosts share their initial fears and experiences, shedding light on the expectations versus the reality in the life insurance industry. Fr...

Five Rules to Win the Day in Life Insurance Sales

Join us for an engaging episode featuring Roger Short alongside Zach McElwain, we tackle a topic close to our hearts - the nuanced world of life insurance sales. This isn't just about making sales; it's about understanding the deeper aspects of being a successful life insurance agent. In this industry, facing days without sales is a common challenge. We delve into how it's easy to feel upbeat following a successful sale, but the real test comes on the quieter days. Our discussion revolves ...

How to Sell Life Insurance: Your First 90 Days

🎧 Welcome back to another episode of the Life Insurance Academy Podcast! 🌟 🔥 In today's episode, we're diving into a crucial topic for all new life insurance agents and those mentoring them - achieving success in the first 90 days. This period can be make-or-break, with about 92% of new agents failing. But why is this, and what can you do differently? 👥 Join Zach McElwain and Roger Short in the studio as we share our personal stories and insights on navigating the challenging yet rewardi...

Handling Objections in Life Insurance Sales: I Need to Talk to Somebody

Welcome back to another episode of the Life Insurance Academy podcast! Join us in-studio as we dive deep into our series on Objections. This episode is uniquely exciting as we're discussing it live, without any pre-planning. Zach and Chris will lead you through a spontaneous and genuine conversation, providing an in-depth look at common objections in life insurance sales, such as the need to discuss with a spouse or having to pray about it. We'll explore effective strategies to turn these ob...

Handling Objections in Life Insurance Sales: Now is Not a Good Time

Welcome to a compelling episode of the Life Insurance Academy Podcast, where we dive deep into the art of overcoming objections in life insurance sales, with a special focus on the "it's not a good time" challenge. Hosted by Zach McElwain and Chris Ball, this episode is a treasure trove of insights and strategies for life insurance professionals. We start by dissecting the psychology behind this common objection, understanding why clients might feel it's not the right time, and how to naviga...

How to Sell Life Insurance with Social Media ft Adam Steffen

Welcome to a special milestone episode - Episode 200 of the Life Insurance Academy podcast! Join us as we commemorate this incredible journey with a very special guest, Mr. Adam Steffen. Adam, the man behind the curtain, the wizard of our podcast, joins us in the studio for an insightful and engaging conversation. In this episode, we dive deep into the evolution of content creation and the transformative power of social media in the life insurance industry. From the days of audio files to ...

Handling Objections in Life Insurance Sales: I Thought it was Free!?

Welcome to a new episode of the Life Insurance Academy Podcast! Today, we delve into one of the most challenging aspects of the life insurance industry: handling objections like "I thought it was free" or "I can't afford it", which are particularly common in final expense conversations. This episode is insightful as we explore these common objections that often arise at the initial stages of client interaction and can be major hurdles for agents. In our discussion, we provide an in-depth a...

Handling Objections: Mastering the Art of Life Insurance Sales

Welcome to another insightful episode of the Life Insurance Academy Podcast! In this episode, we dive deep into the world of objections - a crucial aspect of life insurance sales. Ever encountered the classic "I want to think about it" objection? We've all been there, and today, we're tackling it head-on. Join us back in the studio with the dynamic trio - Zach, Chris, and Roger - as we unravel the nuances of handling objections with finesse. We share personal experiences, tips, and strateg...

Mastering Objections in Life Insurance Sales

Welcome back to another exciting episode of the Life Insurance Academy Podcast! In this episode, Chris Ball and Zach McElwain dive deep into a topic that resonates with every insurance agent out there: Why aren't I selling more? 🤔 We've all been there, searching for that magic word or secret phrase that will guarantee a sale. But is it really that simple? 🔑 We tackle the big question: What is the response that gets the sale every time? Spoiler alert: it's not just about a magic word like...

How to Win Selling Life Insurance Part-Time

In our latest episode, Chris Ball and Zach McElwain reunite to share their extensive knowledge and experiences in the life insurance industry. They delve into the critical role of commitment, particularly for those considering a career shift or seeking new opportunities within the industry. This episode is a treasure trove of insights, discussing the freedom and control that come with being your own boss in the life insurance field, and the realistic expectations and dedication required for ...

From Skeptic to Success in Life Insurance Sales with Connie Holman

Welcome back to a special episode of the Life Insurance Academy podcast! Today, we're thrilled to have an exceptional guest joining us all the way from sunny California, Santa Clarita - by way of Arkansas. Meet Connie Holman - a true powerhouse in the life insurance industry! Connie's journey is nothing short of inspirational. From exploring telesales opportunities to investing in her professional growth at our game-changer boot camp in Louisville, Kentucky, she's a testament to what dedic...

Flip-Flops and Fortune: How Tony Gilliam Sells Life Insurance Differently

Get ready for another extraordinary session of the Life Insurance Academy podcast!  This time, we're featuring none other than the O.G. of the insurance industry – Tony Gilliam!  Tony is not just an industry veteran with more than 28 years of experience, he's a living legend whose infectious personality attracts everyone around him. He's a giver, a communicator, a true collaborator who’s mastered the art of living to the fullest, loving his family, traveling extensively, and turning life...

How to Sell Life Insurance: Overcoming Failures and Finding Success w/Dallas Keithley

In this episode of the Life Insurance Academy Podcast, we have a special in-studio guest, Dallas Keithley, all the way from Springfield, Missouri. From his initial struggles in insurance to becoming a managing partner with Impact Legacy Group, Dallas shares his 22-year transformative journey in the industry, recalling the crucial lessons from facing failure not just once, but twice.  He illuminates his fervent drive to mentor agents in diversifying their portfolios and ardently believes in...

How to Sell Life Insurance Insurance: Grow Your Money Risk Free and Tax Free with Life Insurance

Welcome to another enlightening episode of the Life Insurance Academy Podcast! 🎙️ In this episode, we're joined by the exceptional Dane Smith from Wealth United in Tucson, Arizona. With a rich history spanning over 34 years in the life insurance industry, Dane brings a unique blend of professional and personal insights. His journey from starting with term insurance, evolving into an IUL producer, and now wearing the hat of a 'Debt and Wealth Coach' is nothing short of inspiring. Dane's g...

How to Sell Life Insurance: Simplifying IUL Sales with this Revolutionary Software

On this episode of the Life Insurance Academy podcast, we are thrilled to have Sean Meenan, from Agency Rocket, shed light on the evolution of financial wisdom and the pitfalls of traditional retirement strategies. We introduced you to Agency Rocket in a previous episode, it's a game-changing software built for life insurance agents. We showed you how it can help get your clients out of debt, but it is also designed to demystify the benefits of Indexed Universal Life (IUL) policies.  Showing...

How to Sell Life Insurance: Making $300,000 a Year with Gilbert Lopez

Join us in this Life Insurance Academy Podcast as we sit down with Gilbert Lopez, a telesales superstar from Portland, Oregon. He's making waves in the world of simplified issue life insurance, especially in final expense sales. Gilbert talks about how he unintentionally stumbled upon final expense and how one life-changing sale shaped his approach to the industry. Sharing his impressive achievement of writing over $300,000 in final expense sales over the phone, he emphasizes the importance ...

Unlocking Financial Freedom: Tackling America's Silent Debt Epidemic

Are you ready for one of the MOST impactful episodes ever on the Life Insurance Academy Podcast? Today, we dive deep into America's silent financial epidemic - DEBT.   Struggling with financial stability? This episode is a must-listen! John Phillips from Agency Rocket joins us to share insights on understanding the debt crisis in America. We also delve into how life insurance agents can be a beacon of hope and provide real solutions to consumers. Furthermore, the conversation shines ligh...

How to Sell Life Insurance, From $35K to $500K a Year

 We have always said consistent, focused activity fixes a lot of problems for a new life insurance agent, and our guest today epitomizes that statement. Roman Koval is a life insurance legend hailing all the way from Portland, Oregon. Roman's name has become synonymous with success, but it hasn't always been that way. Discover how he started his journey with a mere dream of survival, earning just around $30,000 in his initial year, to becoming a major influencer and $500,000 a-year producer ...

How to Sell Insurance, Mastering Tone

 In a world dominated by smartphones and constant distractions, genuine human interaction has taken a backseat. We often find ourselves engrossed in our screens, scrolling through social media or texting, even during face-to-face conversations. The result? We're losing our ability to effectively communicate with our clients.    In the episode, Zach McElwain and Chris Ball cover the critical aspects of tonality in sales communication. There is a delicate balance between being direct and s...

How to Sell Life Insurance, Your First 30 Days

What should a brand new agent focus on during their initial weeks in the life insurance industry? Are there tools they should start using immediately to get organized? What's the most effective method to generate leads? These are just a few of the questions racing through the mind of a new agent in their first month. They are the same questions Roger Short had when he got started in the business. The pressure to produce right out of the gate can be overwhelming. So today, we are going to pro...

Unlocking Insurance Success: Sid James' Path to Thriving in Insurance at 23

Are you curious about how a 23-year-old insurance expert is making a huge impact in the industry and his bank account?  Sid James shares his inspiring journey from starting at 21 to achieving incredible success in just two years! Join us in this exclusive Life Insurance Academy Podcast episode as Sid talks about his transition from sports to insurance, breaking the stereotypes, and the secrets to his rapid rise in the business.  Discover how he went from door-knocking to hosting seminars f...

How to Market Your Life Insurance Business with Luke Acree

Marketing your life insurance business can be a daunting task, especially if you are not sure how. If that’s you then you don’t want to miss this episode of the Life Insurance Academy Podcast. Luke Acree is an authority on leadership, a lead generation specialist, and a referral expert who passionately believes that businesses run on relationships. By teaching the principles of relationship marketing, he’s helped more than 100,000 entrepreneurs and small businesses grow their companies. In t...

How to Sell Life Insurance, Closing with Purpose

How to Sell Life Insurance, the Art of Replacement

We are continuing our podcast series on leaving your client in a better position. In part one, we discussed how to properly handle the “I already have life insurance” objection. In part two we cover how to correctly propose replacing that policy IF it benefits the client. Our goal with this series is to improve your client servicing, help you write better premiums, reduce chargebacks, and ultimately, boost your earnings. In this episode, Chris Ball and Zach McElwain cover the best practices ...

How to Sell Life Insurance, Overcoming Objections

If you’re an agent who sometimes hits a roadblock when a client already has coverage, or you’re doing well but think there’s more money to be made, this episode is crafted just for you. This is the first part of a new series about leaving your client in a better position.  Our goal with this series is to improve your client servicing, help you write better premiums, reduce chargebacks, and ultimately, boost your earnings. In this episode, Chris Ball and Zach McElwain cover proven approaches ...

How to Make Six-Figures from Home in Life Insurance Sales

The last few years have normalized the idea of working from home, but what about making six figures from home?!? As a Life Insurance Agent, we have seen it done and want to teach you how to replicate it! We have broken it down into a five-part framework that we feel is absolutely vital for you to achieve this goal. In this episode, Roger Short and Chris Ball cover all the key fundamentals to making six figures from the comfort of your home.   Link to register for our live telesales train...

Redefining Success: Inspirational Women in Life Insurance Sales

This week on the Life Insurance Academy podcast,  we are wrapping up the interviews from our Telesales Bootcamp series. Over the span of two weeks, dozens of agents logged thousands of phone calls, leveled up their businesses, and made a difference in the lives of the families they served. In this episode, Roger Short talks with Sonia Rodriguez, Jackie Tirado, Rosio Suchil, and Allison Jackson about their experiences during our three-day boot camp.  Discover how these agents conquered chal...

Life Insurance Telesales Training: Live Interviews from a Telesales Bootcamp Part 3 Ep177

When we put the word out that we were doing an immersive telesales training event the response was overwhelming! We had so many agents who wanted to participate that we had to extend it into a second week! This week we continue our Life Insurance Telesales Training interviews with a new set of agents ranging in experience from newly licensed to seasoned veterans. Join us as Roger Short sits down with new agents Yusef Fowler and Thomas Nguyen as well as a Life Insurance Academy Podcast vetera...

Life Insurance Telesales Training: Live Interviews from a Telesales Bootcamp Part 2

Life Insurance Telesales Training: Live Interviews from a Telesales Bootcamp

Join us for an exciting episode of the Life Insurance Academy podcast as we dive into the immersive world of life insurance telesales training. Life Insurance Academy recently hosted a three-day event where Chris Ball and Roger Short invited a dozen agents for in-depth telesales training.  In this episode, Roger Short interviews agents from various backgrounds sharing their insights and experiences from a three-day intensive sales training event. Discover how these agents tackled challenge...

How to Sell Life Insurance Over the Phone - Training Event with Jalon Talley

There are numerous benefits that telesales brings to life insurance professionals. Agents can efficiently connect with a high number of potential clients, offer personalized solutions, and build strong relationships, all from the comfort of their own homes or office. Selling life insurance over the phone empowers agents to reach a wider audience, offering services in multiple states, and unlocking geographical barriers and other personal limitations, to maximize their sales potential.  Bu...

How to Make More Money in One Week than You do in a Month!

If you had the opportunity to make your monthly salary in five days, would you take it? No gimmicks, no second job, just you doing the same thing you do every day in a new competitive team environment. The benefits of a focused environment, free from distractions, allow for accelerated growth and success. This training approach can redefine your sales experience and help you make more money in one week than you typically would in a month. The results are astounding, with some participants ac...

Telesales and Technology: A Guide to Selling Life Insurance Over the Phone

Technology plays a huge role in our daily lives, adding ease and efficiency to most tasks. This is particularly true for a life insurance agent focused on telesales. Now, you don't need extravagant tools to begin telesales. A cell phone, or landline phone, and a laptop can get you up and running. However, for those seeking to optimize their process and elevate their business, gradually integrating innovative technology into your sales approach is crucial. In this episode, Roger,Chris and Zac...

Four Things New Agents Need to Succeed in Life Insurance Sales

 As agents we search for the ever-relevant "secret recipe" of success, but it hasn’t changed much honestly. While the way insurance sales are conducted has evolved, some crucial factors have stood the test of time.  The first thing to remember is that trying to reinvent the wheel in insurance sales is not the way to go. Successful agents invest in proven lead sources and marketing expertise instead of trying to create their own systems from scratch. If you're a new agent looking to accelerat...

From Sucking to Success: Overcoming Challenges in Insurance Sales

Every new life insurance agent comes from diverse backgrounds and skill sets, and everyone starts with varying levels of proficiency in sales. One thing to remember when you are getting started is that you are definitely going to suck. But don’t worry! We did too! The learning curve in the insurance business is steep, and everyone needs adjustments and adaptations along the way. The value of perseverance and continuous improvement is key, everyone goes through a period of "sucking" before ac...

Why New Life Insurance Agents Fail

Anyone that has been in sales long enough knows the feeling of being told no.  Many agents are solely focused on getting the sale and fail to understand the significance of the entire sales process. The industry's marketing approach often emphasizes the end results, such as financial success and incentives, without adequately communicating the importance of the journey and the steps involved. This misalignment of expectations leads to frustration when agents struggle to achieve their desir...

How to Find Success in the First Week: Activity vs. Results in Life Insurance Sales (Ep. 168)

Selling Life Insurance Changed My Life - Cody Askins Interviews Roger Short

Recently we discussed what we would do differently if we started all over again. But have you ever heard our origin story? A few weeks ago, Roger Short had the honor of being interviewed by Cody Askins about his entry into the life insurance sales business.     Roger shares his story of how he was able to write $137,400 in annual premium in his first four months as a life insurance agent, and how he went on to build a successful agency. The Cody Askins team has been gracious enough to le...