Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
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Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
In this episode, we’re joined by Chase Urich, a standout leader and innovator in the final expense insurance market. With years of experience and a passion for elevating the industry, Chase breaks down what it truly means to "set the standard" in a space often clouded by confusion and complacency.
We dive into:
The key principles that drive Chase’s approach to final expense sales
How to build trust and long-term value with clients in a sensitive niche
The biggest mistakes agents make—and how to avoid them
Why ethical, education-first selling is the future of the business
Chase's vision for where the final expense space is headed next
Subscribe now and don't miss out on this essential guide to growing as a leader and entrepreneur!
Have questions or topics you’d like discussed? Connect with Lindsey and David and your question or topic could be featured in future episodes! Don't forget to leave a review and share this podcast!
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Listen to Previous Episodes: https://hipe.financial/
Connect with David and Lindsey: davidcurry@orca.life | lindseycurry@orca.life | (502) 314-2789
Subscribe to our YouTube Page: https://www.youtube.com/@HipeFinancial
Connect with Chase Urich: c.urich@theequitagroup.com | 972-339-0191
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About HIPE Financial:
Lindsey and David Curry are dynamic and dedicated to service. Their journey as successful entrepreneurs have led to the foundation of HIPE Financial. HIPE is focused on high performance. Whether the senior market with life, health and wealth or young professionals seeking their next level of performance. HIPE is focused on the solution.
HIPE Financial is a proud affiliate of AmeriLife, the nation’s leading distributor of health and wealth solutions designed to help you live a longer, healthier life. That means that – alongside a close-knit network of more than 70 health and financial services companies – our agents have access to a diverse suite of market-leading life, health and retirement products that can be tailored to your specific needs – and ensure you and your family never outgrow our services.
Advising | Medicare | Annuities | Life Insurance
HIPE Leadership Podcast
Lindsey & David at HIPE Financial are here to provide trust and security in your portfolio. Life insurance, senior health and retirement solutions can be confusing, but customer relationships are our focus when navigating complexity so we can provide simple answers. As mentors and coaches to professionals and performance seekers, Lindsey and David are ready to help. HIPE can take you where you want to go.
