Merger Announcement Live StreamAs of January 1, 2024, Christian Brindle Insurance Services (CBIS) and Lead Heroes have officially merged, marking a pivotal moment in...
In this second episode of “How to Sell Insurance to Seniors,” Lead Heroes’ Founder and President, Glen Shelton, speaks with Mike Gattorna. Mike, who likes to go by the name “Wizard of Light Bulb Moments,” is better known as the host of the weekly webinar Medicare Café. It’s held each Tuesday at 10 am Central Time and is open to any agent.
In this third episode of “How to Sell Insurance to Seniors,” Lead Heroes’ Founder and President, Glen Shelton, speaks with Jeff Root. Jeff founded DigitalBGA.com, a company that has always sold insurance strictly over the phone. This has qualified him to be the author of the highly regarded book Digital Life Insurance Agent in 2016. He has also hosted more than 50 episodes of the podcast Modern Life Insurance Selling, primarily as a way to demonstrate that life insurance can be sold over the telephone.
In our first episode of “How to Sell Insurance to Seniors,” we are fortunate to be speaking to an agent who is a military veteran with real affection for seniors. She’s also an absolute Medicare selling beast: Joanna Wyckoff.
Joanna works with NationalCare Services, where she has built quite a reputation for going the extra mile for her customers. Her Facebook group, which is extremely active and one you should definitely check out, is called Medicare Mentors.
One of the most confusing and sometimes treacherous parts of selling insurance is choosing which insurance FMO or IMO (Insurance Marketing Organization) an insurance agent should contract to sell through. Contracting with the wrong upline can not only make life difficult for the agent but could possibly set him up to lose his clients, the agents under him, or future commissions if he ever decides to part ways (or somehow gets on their bad side).
We are grateful for all the hardworking families in the Philippines and here in the US that make our company successful each and every year.
As with most businesses, we have taken this month to reflect on 2019 looking at what has worked well for our insurance agents/agency partners and what needs to be changed for the better in 2020.
Welcome to the seventh episode of the Heroes Huddle Podcast, where we feature Travis Chappell, a sales expert who built his career through door knocking.
Travis got his start selling solar installations and security systems door-to-door. Working in these top competitive door knocking niches showed him the tricks and skills he needed to cross the threshold into people’s houses when he door-knocked – effectively transforming from a stranger on the porch to a trusted advisor on the couch.
Leads are the life-blood of this industry, without them an agent is inconsistent with his success at best. Since insurance leads are a tremendous part of an agent’s marketing budget, more so than quoting tools, CRM’s or dialers, we decided to review the top direct mail marketing companies, so insurance agents can be more successful with their prospecting efforts.
Many agents wait all year to ramp up their sales activity, when the Annual Enrollment Period (AEP) happens, which begins October 15th and goes to December 7th. Unfortunately, many agents are confused on what they should be doing come the new year that will launch them into even greater profits.