In this episode, we’re diving deep into the financial side of insurance sales with an honest and practical discussion about managing your money effectively. Our co-hosts are equipped with laptops for this one, ready to give you golden insights to keep your business thriving! Zach shares his proven strategies for tracking your numbers, avoiding common financial pitfalls, and making the most of your earnings as an insurance agent.

We cover:

• Essential steps for new agents to set a solid financial foundation

• How to calculate your “number” – the minimum income you need to sustain your life and career

• Tips for managing commissions, handling chargebacks, and avoiding common money mistakes that can stall your business

• Real-life advice on preparing for growth, staying consistent, and building a stable, profitable career

If you’re serious about building a sustainable insurance business, this episode is a must-listen! Get your notepad ready because these financial strategies can make or break your success in the industry.

👉 Get on the waitlist for our next Telesales BootCamp here!

https://shop.lifeinsuranceacademy.org/telesales-waitlist

Take advantage of the chance to upskill, and please like, share, and subscribe if you find value in what we're sharing. Let’s work together to create a successful insurance business, one strategic step at a time!

In today’s episode, we’re covering what it takes to launch a successful career in life insurance sales, focusing on the five essential steps for fast profitability. With insightful advice from Roger, and Chris we tackle some of the biggest challenges new agents face. Here’s a sneak peek of what you’ll learn:

1. How to Launch Efficiently: Get licensed and contracted quickly to gain momentum.

2. Learning While You Wait: Don’t let downtime stop you! We share tips on staying sharp as you wait for contracts.

3. The Importance of Urgency: Why speed in each step directly correlates to your success.

4. Leveraging Your Community: How to stay connected and grow with your team.

5. Taking Massive Action: Our guide to making that first sale and getting those wins!

Starting a life insurance career doesn’t have to be daunting—tune in for a roadmap to success and tips on fast-tracking your path to profitability. Comment below if you enjoyed Chris’s jingle or if you have your own fast-track success story to share!

👀 Want to secure your spot for our next Telesales BootCamp? Join the waitlist here: https://shop.lifeinsuranceacademy.org/telesales-waitlist

Don’t forget to Like, Comment, and Subscribe to stay updated on all our latest episodes! We’re here to help you succeed, so if you’re ready for your breakthrough in life insurance, hit that play button, and let’s dive in!

Today, Zach, and Chris dive deep into real conversations drawn from our training experiences with agents. We uncover common challenges and discuss the learning curve in insurance sales, whether you're face-to-face or working telesales. The goal is simple: help YOU become profitable and successful by sharing practical, tactical strategies that have proven results.

In this episode, we tackle the mindset and work ethic required to make it in this business. We talk about bridging the gap between new agents who struggle in their first 30-60 days and those who master the industry within 12-18 months. Learn why treating this business like a full-time job—whether you're part-time or not—is crucial for success. We also share strategies for mastering your presentation, understanding underwriting, and building trust through competence.

Are you serious about taking your career to the next level? 🏆 If you're ready to dive in and want more in-depth coaching, join our live coaching series, courses, and other training resources at https://lifeinsuranceacademy.org

✨ Get on the waitlist for our next Telesales BootCamp: https://shop.lifeinsuranceacademy.org/telesales-waitlist

Don’t forget to like, share, and subscribe to help other agents achieve success. Comment below with your stories about how our podcast has helped you, and let us know what topics you'd like us to cover next.

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In this episode of the Life Insurance Academy Podcast, we’re thrilled to welcome back Jonathan Henderson for his third appearance—making him our first-ever three-time guest! Jonathan shares his story of perseverance in the insurance industry, talks about the core values behind his company E320 Financial Partners, and reveals why leading with integrity is the key to success.

From battling the challenges of the business world to finding renewed energy through community and mentorship, Jonathan’s journey is a testament to resilience and growth. Plus, hear about his passion for empowering agents and why telesales has been a game changer for his agency.

Don’t miss this inspiring conversation packed with tips, mindset shifts, and leadership principles that can help you level up your insurance business!

🚀 Join the waitlist for our next Telesales BootCamp: https://shop.lifeinsuranceacademy.org/telesales-waitlist

🌐 Connect with Jonathan Henderson & visit his website and socials here: https://linktr.ee/e320fp

👉 Make sure to like, share, and subscribe for more incredible episodes and insights from top leaders in the industry!

In this special two-year check-in episode of the Life Insurance Academy Podcast, we sit down with the founders of True Wealth Financial, Jalon Talley and Mike Kwarteng. These inspiring leaders share their remarkable journey from just a few agents writing $35,000 in life insurance sales to now overseeing a thriving team generating $450,000 in monthly sales.

From starting with a vision to leading hundreds of agents, Jalon and Mike talk about the importance of community, mentorship, and following a proven system to succeed in the life insurance business. Whether you're an agent looking to take your business to the next level or you're considering joining the life insurance industry, this episode is packed with insights on how to break through barriers, overcome adversity, and achieve massive growth.

Key Takeaways:

• Importance of hard work and committing to the process

• How mentorship and community contribute to success

• Success stories of agents who applied the system and saw rapid growth

• How True Wealth contracted over 600 agents in two years

Don't forget to connect with True Wealth:

Instagram: @truuwealth

YouTube: True Wealth Financial

Website: wearetruewealth.com

In this special episode, we welcome Emily and Hunter Palmer from Legacy Protection Agency, all the way from Decatur, Texas, here with us in Louisville, Kentucky. If you’re new to the podcast, you’re in for an incredible story. Emily and Hunter share their journey into the insurance industry, from the oil fields of North Dakota to helping protect truck drivers and their families through life insurance with living benefits. Their passion for protecting families stems from personal experiences with loss and hardship, driving their mission to ensure others have the coverage and security they need.

You'll hear about:

- Their unique approach to selling life insurance with living benefits in the trucking industry

- How their personal experiences shape their passion for helping others

- Their success in building an agency and empowering their agents

- The importance of strategic relationships in business

- Their ministry and how they give back to their community by helping homeless women and children

If you’re interested in learning more about working with Emily and Hunter or exploring how their agency can help you, you can contact them here:

Facebook: Hunter Palmer

Instagram: @thehunterpalmer

@ep_onetoughmommy

If you’re interested in learning more about More Precious Than Rubies Ministries, you can find out more here:

Website: http://morepreciousthanrubies.org/

Instagram: @mptr_ministries

Don't forget to subscribe and leave us a review. Stay tuned for more inspiring stories from leaders in the life insurance industry!

🎙️ In this episode, Roger and Chris dive deep into the power of asking questions during your telesales and sales presentations. You'll learn how to use leading, clarifying, probing, and qualifying questions to build trust, uncover real client needs, and improve your closing and retention rates.

As they walk through their script, you'll hear some great insights on how many questions you should ask and how the right questions can lead to more business on the books. Plus, you'll get to hear some fun banter about steak, windmills, and why asking the right question is so important, no matter what you're selling!

If you're interested in learning more about how to improve your telesales process and want to join our next Telesales BootCamp, make sure you sign up for the waitlist here! ⬇️

👉 https://shop.lifeinsuranceacademy.org/telesales-waitlist

Be sure to subscribe, like, and comment on this episode, and share it with someone you think could benefit from these powerful sales insights.

Are you ready to take your telesales game to the next level? 🚀 In this episode, we’re talking about our high-demand Telesales Bootcamps that have been blowing up! Whether you're interested in attending virtually or joining us in person, these bootcamps are your chance to get hands-on coaching, live sales practice, and personalized feedback.

✅ We’ve been running these events for a while, and due to overwhelming demand, we’ve had to create a waitlist! If you’re ready to learn from the best and start making money while you train, don't miss your opportunity to sign up.

💻 Click here to join the waitlist for our next Telesales Bootcamp: https://shop.lifeinsuranceacademy.org/telesales-waitlist

What you’ll get at our bootcamp:

• Live training with expert coaches

• Whisper coaching to help you close sales in real-time

• Small group environment with personalized feedback

• Access to insider tips and proven strategies

• Make money while learning! 💵

Don’t wait—spots are limited, and the room fills up fast. First come, first serve! If you’re serious about improving your telesales skills, sign up for the waitlist now!

🔔 Subscribe to Life Insurance Academy for more episodes packed with tips, strategies, and real-life success stories!

Drop your comments below—what’s one takeaway you’re implementing before your next call? 👇