End of the year is a great time for some reflection on how you did in 2025.
Here's just a few of my final thoughts as we wrap up the year...along with a life dial example how I handled a call when he claims to already have coverage.
Let's end the year strong! Enjoy every precious moment with your loved ones and let's get to it in 2026. Let's make it a life-changing year!
YouTube version: https://youtu.be/d7qVxnLM-xA
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Ever listened to someone speak a foreign language you weren't familiar with? What did you get from it?
Absolutely nothing.
Why? Because you have no idea what they're saying. It means nothing to you, just sounds like a bunch of gobbledegook.
Guess what? Insurance-ese is a language. You and I might speak it fluently, but your prospects don't.
That's why you need to take a listen...
YouTube version: https://youtu.be/K_d2EoJ7mQ8
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
What happened to those big dreams you had when you first came on board?
Somehow, life has a way of beating us down, keeping us thinking small and making us feel like our dreams are just too far out of reach.
Hopefully, this will help you see things in a fresh light.
YouTube version: https://youtu.be/p-6-gmOpksU
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Let's talk about your shell! Who are you- the packaging or what's inside?
Let's get a little philosophical, and a few other things mixed in for your listening pleasure...
YouTube version: https://youtu.be/l72KPmrllZU
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Let's talk about failure!
Failure gets a bad rap. But if you stop and think about it, failure really is one of the good guys in our lives.
Here are five reasons failure is GOOD. Didn't see that one coming, did you...?
YouTube version: https://youtu.be/Pf0MC9qdUHw
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Your business is like a person: childhood, teenage years and adulthood. All very different.
When you start out as a life insurance agent, your focus is different from when you've entered phase 2 and eventually phase 3.
This podcast breaks down my best interpretation of all three (even though I've never been in phase 3).
I hope it helps you understand a little better about where you are currently and how best to move ahead, despite your challenges.
YouTube version: https://youtu.be/7xdFLhYfZeY
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Does feeling fear and worry hold you back from achieving success? What does it mean?
First of all, it means you're normal!
But you don't have to be paralyzed by it. If you've felt fear and worry to a degree that you're not moving like you want, please listen to this podcast.
And share it with someone you know. More of us need this than we even realize.
I hope it helps!
YouTube version: https://youtu.be/m05DeCdQ7sU
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Here are a few phrases you can use in your sales presentation and on the phone that will help you come across more as a caring advisor than a salesperson.
Value-building statements.
It's all about helping someone, not pushing them. :)
YouTube version: https://youtu.be/95RzanOIy60
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Selling life insurance can get very complicated. Or very simple.
Join your local chapter of Overthinkers Anonymous and see if you can break free from making life insurance more complicated than it needs to be.
YouTube version: https://youtu.be/a0xu8LIDX14
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
What if we started buying our final expense life insurance earlier on in life?
This is the question that popped into my brain earlier this week and I just had to tackle it. So I got down with the numbers.
Turns out there's some crazy insights in the study. And potential for more sales (wink, wink).
Listen in...
YouTube version: https://youtu.be/cBiRUr4LV44
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
I sometimes wonder if we know what we really have our hands on. Sometimes our biggest limitations originate from within.
Maybe this podcast will expand your mind a little to the potential of what a career in our industry (and company) could do for you.
YouTube version: https://youtu.be/2v_BtEWLlWM
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
If you're running appointments, inevitably, you'll come across the conversation about term vs. whole. And most clients understand very little about the difference: other than one is cheap, one is expensive.
Here's a simple way to explain how cash value works, without having to fully understand how it works.
I hope you enjoy!
YouTube version: https://youtu.be/G7FLpGtLA2k
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Life is about getting better. Just a little every day.
Granted, that might be the hardest work you've ever done!
But if you can somehow pull it off, you'll be in the fraction of a fraction of the population who we all come to admire and respect.
Here are a few questions you might ask yourself as a starting point to daily, incremental self-improvement.
I hope you enjoy!
YouTube version: https://youtu.be/-ZDfNto2Ceo
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
All too often, well-intentioned new agents obsess about the wrong things, ultimately costing them sales and profitability. And even worse, their clients don't get covered.
Hopefully, this podcast can provide a little common sense insight as to what carrier and policy is ideal for your client.
YouTube version: https://youtu.be/Kq3e-L0eWRQ
If you have any questions, you can reach us here: https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Here are four key opportunities you can look for during your appointment to make a sale:
1. No coverage
2. Not enough coverage
3. Expiring coverage
4. Wrong type of coverage
Look for these and be the agent who takes the time to help their prospects and clients know exactly what they have.
YouTube version: https://youtu.be/QY3RPLyCHe0
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Every so often, an event alters the course of our collective lives. I believe this week was one such event.
I know I'm going against the grain here, but I just wanted to pass along my sentiments and tap into some feelings that we all might be experiencing this week.
Please take this with an open heart.
YouTube version: https://youtu.be/3puMP3M2_hs
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Confidence is one of those intangibles that's kind of hard to put your thumb on.
You develop it with experience, but we feel it takes confidence to get started.
Bottom line: you gotta start somewhere. And if you happen to be a little shy on confidence, I'm here with a little good news.
YouTube version: https://youtu.be/aeI4607M2Jo
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
Impatience may very well be the biggest killer of dreams ever. Especially, the expectation of success within a certain timeline that's not God's timing.
If you're on the path, but haven't "arrived" yet, you're in good company. Me, for example. Right there with you.
This podcast can give you a little hope.
https://youtu.be/HVXVEP-XCYU
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
All whole life insurance is not created equal.
It can be a very unique vehicle for doing some very cool things while taking advantage of some very unique benefits.
If you've been confused about the different types of whole life insurance, cash value, and how they all work, you'll enjoy a little training here about it all.
YouTube link: https://youtu.be/HKhKHO8iCc0
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/
Have an idea or topic suggestion? Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA
#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking
When it comes to success, we often focus on what we need to do. But it's just as important to understand what you need to eliminate that may be holding you back.
This podcast is dedicated to what to cut!
What about the littles?
There are quite a few benefits to asking a prospect about covering their children. And most of us are so focused on the sale that we forget to ask.
Here are 3 different strategies to protecting children and all the benefits that come along with it.
YouTube link: https://youtu.be/N4rgEfkrfaY
If you have any questions, you can reach us here:https://lifemattersfinancial.com/contact/
If you're an agent looking for a mentor, start here:
https://lifematterfinancial.com/careers/Have an idea or topic suggestion?
Talk to me:
https://forms.gle/6aLkM8MSTwH4eteVA#lifematters #lifeinsurance #wholelifeinsurance #agentsforlife #lifeinsuranceagent #infinitebanking