• Challenging Mediocrity

  • Aug 7 2024
  • Length: 19 mins
  • Podcast

  • Summary

  • This episode provides valuable insights for insurance agents, particularly those in the final expense insurance business. Key takeaways include:

    - Embrace an active and persistent mindset, utilizing resources like admin staff to maximize field time.

    - Challenge mediocrity and take calculated risks to unlock greater growth opportunities

    - Prioritize age leads for new agents and maintain a consistent flow of new leads for experienced agents.

    - Overcome unsupportive family members by focusing on your entrepreneurial drive.

    - Innovate, offer flexibility, and push agents out of their comfort zones to help them succeed

    - Cultivate self-respect, perseverance, and a positive attitude, even when facing setbacks or difficult clients.

    - Focus on production and track record, not easy money or negative mindsets about the market.

    - Educate clients on the practical benefits of final expense insurance to prevent burdensome funeral costs

    - Maintain consistency in practices like setting draft dates, using direct mail, and leveraging lead sources.

    - Leverage the support system of your organization to overcome challenges and build a successful final expense business.

    1. Fridays and Saturdays are great days to connect with potential clients who may not be available during the workweek.
    2. The speakers emphasize the importance of innovation, offering flexible options, and helping agents succeed, even if it means pushing them out of their comfort zones.
    3. The speakers discuss the importance of preparing for end-of-life expenses, especially for those who may not have the means to cover the costs, and the value of final expense insurance in preventing families from being burdened with significant funeral bills.


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