Life Insurance Academy Podcast
The Life Insurance Academy Podcast is a show for life insurance agents, covering sales training, agent development, and success strategies. Hosted by experienced producers, it focuses on helping agents grow their business while emphasizing client care and ethical practices. The podcast complements the online training platform LifeInsuranceAcademy.org, offering practical insights from top agents.
Episodes
Top 4 Mistakes That Keep Insurance Agents Stuck
Why do so many life insurance agents struggle to make it in this business? The answer isn't a lack of talent. It's a lack of focus. In this episode of the Life Insurance Academy Podcast, Roger Short and Zach McElwain pull back the curtain on the real reasons agents fail—and more importantly, how you can avoid becoming one of them. They break down the four biggest mistakes that keep agents stuck:
From Lead Quality to Sales Success: A Roadmap for Agents
What does it really take to succeed in life insurance sales today? In this episode of the Life Insurance Academy Podcast, Roger Short sits down with Oscar Gonzalez, founder of Scale My Social and CLSD Leads, to discuss the current state of the life insurance industry, lead generation myths, AI's impact on sales, and the habits that separate top producers from everyone else. Oscar shares his journe
How This New Agent Wrote $92,361 in Premium After Starting From Scratch
What does it take to go from zero sales experience to writing over $92,000 in life insurance premium in a single month? In this episode of the Life Insurance Academy Podcast, Roger Short sits down with Nick Deshotel, a former corporate employee who spent more than eight years climbing the corporate ladder before making the leap into the life insurance industry. Nick shares the reality of starting
Why Prospects Keep Hanging Up On You (And How to Stop It)
Why do prospects keep hanging up on your calls? If you've ever felt frustrated after spending money on leads only to get sent straight to voicemail—or worse, hung up on—this episode is for you. In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball tackle one of the biggest challenges agents face in telesales and field sales: getting prospects to stay engaged long enough
Here's The Truth About Leads, Sales, and Success in Insurance
Too many insurance agents stay stuck because of the stories they keep telling themselves. In this episode of the Life Insurance Academy Podcast, Zach and Chris break down some of the biggest lies agents believe — and how those lies quietly destroy production, consistency, confidence, and growth. From blaming leads… to fearing rejection… to believing clients only care about price… this conversation
Start Building Daily Habits That Create Top Insurance Producers
In this episode of the Life Insurance Academy Podcast, we dive deep into the habits, rhythms, and routines that separate struggling agents from agents who create real momentum in their business. If you've ever felt like you worked all day with nothing to show for it… this episode is for you. We break down the "Change Formula" and walk through the daily and weekly patterns that help agents stay con
Selling Life Insurance: The 4 Stages Every Successful Insurance Agent Goes Through
Most agents don't have an opportunity problem… they have a skill problem. In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball break down the real reason so many agents stay stuck, inconsistent, and broke in the insurance industry — even while working hard. They dive into: • The 4 stages every successful agent goes through • Why motivation alone won't make you money •
From Procrastination to Profit: Engineering a Sales System That Helps You Win Consistently
The biggest breakthrough in your business may not come from a new script, better leads, or another sales tactic. It may come from changing your environment. In this episode of the Life Insurance Academy Podcast, Chris breaks down what it really takes to create lasting change in your life and business. From building an environment that makes consistency inevitable to protecting your "prime time" in
Why Clients Say "I Need to Think About It" (And How to Fix It)
If you've ever walked away from a call thinking… "They didn't say no… but they didn't say yes either" — this episode is for you. In this episode of the Life Insurance Academy Podcast, we break down the real reason prospects feel comfortable saying "I need to think about it"… and how to fix it immediately. The truth? It's not your script. It's not your leads. It's your command and control on the ca
Selling Life Insurance: Why Your Leads Aren't Converting (And What To Do Instead)
If you've ever said, "I just need better leads"… this episode is going to challenge everything you think you know. In this episode of the Life Insurance Academy Podcast, we break down the truth about leads—what they are, what they aren't, and why so many agents struggle with them early on. Here's the reality: Leads are not sales. They're opportunities for conversations. And if you don't understand
Here's Why You're Stuck in Sales (And How to Break Through Fast)
Most agents aren't stuck because they lack effort… They're stuck because they're doing the same things over and over — expecting different results. In this episode of the Life Insurance Academy Podcast, the team breaks down why agents plateau (whether you're brand new or experienced) and exactly how to break through to your next level. If you've ever felt like: You're putting in the work but not
Selling Life Insurance: Feel Stuck in Telesales? Here's How You Break Through
If you've been in telesales for a while but your numbers have stalled… this episode is for you. In Part 2 of this series, we break down the 4 things experienced agents must master to move from plateaued to top producer. This isn't about learning how to sell anymore — it's about refining your process, sharpening your communication, and building a more profitable business. Because the truth is… You
How to Sell Life Insurance: New to Telesales? Focus on This or You'll Struggle
If you're a new agent in telesales and feel overwhelmed, stuck, or unsure where to start… this episode is for you. In this episode of the Life Insurance Academy Podcast, we break down the 4 critical things every new agent must master to succeed early and build momentum fast. The truth? Most new agents don't fail because they lack talent—they fail because they're focusing on the wrong things. 👉 If
Why Most Agents FAIL at Team Building (And How to Fix It)
If you've ever thought about building a team in the insurance industry… this episode is a must-watch. Because here's the truth most people won't tell you: 👉 Recruiting too early can destroy your business 👉 Hiring the wrong people will drain your time and energy 👉 And building a team the wrong way will cap your growth before it even starts In this episode of the Life Insurance Academy Podcast, we b
Before You Dial: Master These 5 Sales Principles
Are you starting your day in telesales the right way? In this episode of the Life Insurance Academy Podcast, we break down the 5 C's that separate average agents from top producers — the mindset and approach you must bring before you ever pick up the phone. This isn't about scripts. This isn't about products. This is about who you are when the day starts. Because the truth is… 👉 Success in sales s
Selling Life Insurance: Why Some Agents Win (And Others Don't)
Most agents don't fail because of lack of talent… They fail because they don't win the day. In this episode of the Life Insurance Academy Podcast, Zach McElwain breaks down the "90 Day Split"—a simple but powerful comparison between two agents who start in the exact same place… but end up with completely different results. One commits to daily discipline. The other negotiates with the day. Fast fo
No Training. No Support. Now Thriving in Life Insurance.
What if the confidence you've been waiting for… is built by taking one brave step? In this episode of the Life Insurance Academy Podcast, Roger sits down in studio with Kayt Cabigas from Nashville, Tennessee — a single mom, former project manager, and first-year agent who made the leap into life insurance less than a year ago. Kayt didn't grow up dreaming about insurance. She was working a stable
Selling Life Insurance: This Simple Fix Turns Calls Into Commissions
Are you losing sales in the first 7 seconds? In this episode of the Life Insurance Academy Podcast, we break down four simple adjustments that can dramatically increase your close rate — especially if you're new or still finding your rhythm in telesales or final expense. After a high-production bootcamp (60 apps, $70K in 2.5 days with 21 agents), we noticed patterns. The difference between agents
He Failed His Series 7… Now He's Building a Retirement Empire
From dumpster diving behind a Family Dollar… to potentially writing $4 million in annuity production in a single month. In this powerful episode of the Life Insurance Academy Podcast, we sit down with Thomas Gibson of Posterity Financial Partners to unpack a story of grit, growth, and choosing the hard that pays off. Thomas shares: Growing up without financial literacy — and how that shaped his
Selling Life Insurance: From Practice Mode to Top Producer
In this episode of the Life Insurance Academy Podcast, Zach and Roger break down a truth most agents don't want to hear (but top producers live by): skills don't fix a lack of volume. You don't win because you're "better" — you win because you apply your skill to enough real opportunity. If you've been stuck in "one more training… one more script… one more course…" this episode will challenge you
New Mom, New Agent, Big Results: How Tori Built her Life Insurance Business
Welcome back to the Life Insurance Academy Podcast—today's episode is pure energy, real-life grit, and practical takeaways for any agent (especially new agents and new moms) who's trying to figure this business out. Roger sits down with Tori Haskell of Bronson Financial Group to unpack her journey from the automobile industry to life insurance—and what it actually took to go from "crying in the ca
How to Sell Life Insurance: The Secret to Closing More Sales
If you've ever felt awkward, hesitant, or unsure at the close, this episode is for you. In this solo teaching episode of the Life Insurance Academy Podcast, Roger Short breaks down the most misunderstood moment in the sales process: the close. Here's the truth—closing isn't about pressure. It's about permission. When you lead with clarity and confidence, clients don't feel sold… they feel served.
Selling Life Insurance: 5 Non-Negotiable Habits for Consistent Income
If you've ever ended a "work day" and thought, "I was busy… but did I actually move the needle?" — this episode is for you. In this Life Insurance Academy Podcast, Zach and Chris break down what a winning day snapshot looks like for a high-producing final expense / telesales agent (especially working from home). No fluff. No hype. Just the daily standards that create consistent apps, consistent in
Selling Life Insurance: Stop Losing Sales Over Price, The Real Psychology of Money Objections
Where there is no value, there is no price low enough. In this Life Insurance Academy Podcast episode, Roger breaks down one of the most misunderstood—and feared—parts of the sales conversation: money. If you've ever heard a client say "I want to think about it" or "That's too expensive", this episode will completely change how you hear (and handle) those objections. You'll learn: The 5 real rea
How to Sell Life Insurance: Build a 2026 Plan You Can Actually Execute
What if 2026 isn't just "new year hype"… but the year you build a system that forces results? In this Life Insurance Academy episode, Roger, Chris, and Zach recap the lessons of 2025 and map out a clear, executable game plan for 2026—starting with a story from the 2008 USA "Redeem Team" that every agent needs to hear: Kobe Bryant, 4:45 AM, and four words that change everything: "I got goals." Insi
Selling Life Insurance: From Winging It to Winning, Sydney's Breakthrough Sales Process
If you've ever felt like you're "winging it" on the phone, this episode is for you. In this Life Insurance Academy Podcast interview, Sydney Deshotel shares her journey from serving/bartending and working in a hospital to becoming a top-producing independent agent—and how everything changed when she discovered what most agents are missing: a repeatable sales process. Sydney opens up about: Walki
Selling Life Insurance: The 5 Real Reasons People Don't Buy Life Insurance and How to Fix Them
Families are depending on you—and the only thing standing between them and financial disaster is your ability to help them make a decision. In this episode, Chris and Roger break down the 5 real reasons people don't buy (and why "I want to think about it" is usually a smokescreen). If you're hearing the same objections over and over, this framework will help you identify what's actually happening,
How to Sell Life Insurance: Objection Mastery: Turning "No" into "Not Yet"
Objections aren't killing your sales — misunderstanding them is. In this episode of the Life Insurance Academy Podcast, Roger Short breaks down why objections are not rejection, but signals of uncertainty, fear, and missing clarity. Top producers don't fear objections — they welcome them, because they know objections are part of the process, not a disruption to it. You'll learn: Why objections a
Selling Life Insurance: Inside the Mind of the 2025 Ultimate Telesales Champion
Our mind is STILL blown. 😳 In just 2.5 days, Elvir Bazdarevic from Modern Financial wrote $39,846 in annual premium, became the 2025 Ultimate Telesales Showdown Champion, and walked away with the belt 🏆 In this episode of the Life Insurance Academy Podcast, we unpack exactly how he did it — and how you can level up your telesales game without becoming a pushy, high-pressure closer. In this episod
How to Sell Life Insurance: Clark Stanley's Framework: $100K and 71 Applications in Less Than a Month
What would happen if you actually bet on yourself for one month? In this episode of the Life Insurance Academy Podcast, Roger sits down with Clark Stanley of Anchor Point – a brand-new dad and former corporate sales manager who just wrapped up the biggest month of his life: $101,000 in final expense AP 71 applications 25 days All while still making time for faith, family, and community
Final Expense to Financial Freedom: How the Kennedys Turned Life Insurance Into a Legacy
What happens when you stop chasing status and start building a family mission? 💥 In this episode of the Life Insurance Academy Podcast, Roger and Chris sit down with John & Jen Kennedy of Kennedy Wealth Strategies—a husband-and-wife team from Chattanooga who've turned life insurance, Medicare, and annuities into a family business grounded in faith, service, and legacy. You'll hear how John went fr
Selling Life Insurance: The Real Reason Agents Fail and How to Beat It
"Fear Is the Real Objection — And Most Agents Don't Even Know It." In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the real reason most agents struggle to gain traction in this business: fear. Whether it shows up as procrastination, perfectionism, avoiding hard questions, talking too fast, over-explaining, apologizing for the price, or sounding like a script-readin
Selling Life Insurance: The One Thing Sabotaging 90% of Your Sales (and How to Fix It)
What if you're sabotaging 90% of your sales in the first five minutes? Most agents spend all their energy perfecting scripts, word tracks, and closing lines… but they miss the one foundational element that makes everything else work: trust. In this episode, Roger Short breaks down the most essential sales fundamental that separates top producers from struggling agents — and shows you how to build
How to Sell Life Insurance: The IUL Crash Course Agents Actually Need
From Uber shifts to building Legacy Wealth Academy: In this episode of the Life Insurance Academy Podcast, we sit down with Mark Cassara (Frisco, TX)—a financial strategist and educator who's grown an audience of 2M+ across TikTok, Instagram, YouTube, and Facebook— to unpack how short-form, value-first content can build trust, generate inbound leads, and fuel a thriving virtual practice focused on
How to Sell Life Insurance: The 5 Mistakes That Are Killing Your Sales Calls
Agents are failing for five simple, fixable reasons — and it's costing them sales. In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball break down what's really holding agents back in telesales — and how to fix it fast. You'll learn how to: ✅ Master your script until it sounds natural ✅ Build confidence through competence ✅ Understand medications & underwriting basics
Selling Life Insurance: Michael Bond on Building a Triple-Threat Agency
From liquor-store owner to building one of the fastest-growing agencies in life, Medicare, and retirement—Michael Bond returns to share what changed in 2.5 years: going all in, stacking the right people, and building systems that keep 90%+ persistency even without the cheapest product. If you're in your first 0–24 months or considering the industry, this episode is your blueprint. What you'll lear
Selling Life Insurance: Turn Small YES's Into Big Wins
Unlock the "secret sauce" of consistent closes: tie-downs (aka micro-agreements). In this episode, we unpack how small, intentional yeses throughout your presentation create momentum, uncover misunderstandings early, and lead to a natural close—not a hard close. What you'll learn Why micro-agreements work: The psychology of agreement and Brian Tracy's law of incremental commitment. Where to us
Selling Insurance: How Faith, Fire, and $20 Built a $20 Million Agency
Selling Life Insurance: The Missing Key to Closing More Sales: Certainty in Life Insurance
In this episode of the Life Insurance Academy Podcast, Roger Short dives into one of the most overlooked keys to sales success: certainty. Have you ever left a client meeting knowing they should have said yes… but instead you heard, "I need to think about it"? The problem isn't the product, the carrier, or even the client—it's belief. ✅ Belief in the product ✅ Belief in the company ✅ Belief in you
Selling Life Insurance: Rebuilding an Insurance Career That Lasts
From "setback" to "set up." 💥 In this episode of the Life Insurance Academy Podcast, Roger Short sits down with Marcus Simon, Founder of Simon Legacy Financial, to unpack how losing 90% of his income and team in 2022 became the turning point that launched a fast-growing, multi-vertical insurance agency (Life, Health/Medicare & Retirement). Marcus shares transparent lessons on rebuilding, leadershi
How to Sell Life Insurance: Objections Decoded; The 5 Root Causes Killing Your Sales
Objections aren't roadblocks—they're signals. In this episode of the Life Insurance Academy Podcast, we unpack the root causes behind common objections so you can stop fighting surface-level pushback and start solving what's really going on. What you'll learn The 5 root causes behind objections: Risk, Trust, Value, Urgency, Understanding How to "read the room" and hear the feelings behind the
How to Sell Life Insurance: Single Mom Turned Six-Figure Sales Leader
From $9/hour jobs and two kids before 20… to leading a team writing 111 apps in a month. 🎙️ In this Life Insurance Academy episode, Chris sits down with Kaitlynn "KB" Barber (Orlando, FL)—a young mom turned powerhouse agency builder—to unpack belief, integrity-in-self, and the practical path from "stuck" to six figures (and beyond) in life insurance. What you'll learn How KB reframed her worth a
Selling Life Insurance: The Overlooked Sales Superpower Every Agent Needs
In today's episode, Roger and Chris break down one of the most overlooked sales superpowers that can help you close more deals, serve more people, and make more money—and it's not a new script or a magic phrase. 👉 The secret? Active listening. You'll hear real stories from the field—including examples of agents missing opportunities by rushing through scripts—and discover how empathy, curiosity, a
Selling Life Insurance: $24,000 in One Week? The Truth About Life Insurance Sales Success
How do new agents go from writing zero apps to 30 apps in a single week? In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the real stories behind agents who are finding success at our telesales BootCamps. You'll hear about: ✅ Brian Jackson's $24,000 week and 30 apps written ✅ A new agent who went from 0 to 9 apps after choosing not to quit ✅ Why expectations, belief
How to Sell Life Insurance: Pricing Strategies to Close More Sales
How to Sell Life Insurance: Handling Price Objections in Final Expense Sales
Are you struggling to confidently talk about money with final expense clients—especially those on a fixed income? In this episode of the Life Insurance Academy Podcast, we break down how to approach pricing conversations with empathy, build trust, and guide clients to make the right decision for their families. 💡 What You'll Learn in This Episode: How to understand your client's financial perspe
Selling Insurance: 4 Must-Know Keys to Succeed in Life Insurance Telesales
If you're stepping into the world of telesales and life insurance, there are a few things you need to know. This business has the power to change your life and the lives of the families you serve—but success doesn't come with shortcuts. In this episode of the Life Insurance Academy Podcast, we break down what it really takes to win in telesales: ✅ Stick to a Proven Script – Don't reinvent the whee
Selling Insurance: How to Navigate the First Five Minutes of a Telesales Call
Mastering the First 5 Minutes of Your Telesales Call Could Make or Break Your Sale! In this telesales-specific episode, Roger and Zach break down the most crucial part of the call—the first five minutes. Whether you're transitioning from field sales or just starting your telesales journey, this episode is packed with insights to help you win early and often. 🧠 What You'll Learn in This Episode: •
How to Sell Life Insurance: Face to Face vs Telesales Which is Right for You?
Selling Life Insurance: Close THIS Gap to Close More Life Insurance Sales!
Welcome back to the Life Insurance Academy Podcast! In this episode, Roger and Chris dive deep into one of the biggest invisible barriers keeping agents from closing more sales: a lack of confidence. Whether you're fresh off your licensing exam or years into the field, if you're struggling with posture, presence, or persuasion—this one's for you. 🧠 Learn why confidence isn't just about having swag
How to Sell Life Insurance: You Asked. We Answered.
How to Sell Life Insurance: From Stay-at-Home Mom to Final Expense Leader
In this powerful episode of the Life Insurance Academy Podcast, we're joined by Ashley Mullinnix, a rising force in the life insurance telesales space. From former respiratory therapist and real estate agent to stay-at-home mom crushing final expense sales from home, Ashley's story is proof that the right system, mindset, and community can change everything. We dive into: 🔹 Her transition into lif
Selling Life Insurance: Brand New Agent Issue Paid $170,000 in His First Four Months!
From youth pastor to $170,000+ issued paid in just four months, Clark Stanley's story is one of bold leaps, big belief, and the power of betting on yourself. After struggling part-time and writing only four apps in his first few months, Clark made the terrifying—but calculated—decision to go full-time in life insurance sales. What followed was a breakthrough at our Telesales BootCamp that changed
How to Sell Life Insurance: Your First 100 Calls: The Crucible of Confidence
How to Sell Life Insurance: Stop Getting Stuck in Your Conversations
In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the subtle but critical ways agents get stuck in conversations — and how to get unstuck. Whether it's a client dodging emotional topics, shutting down early, or relying too heavily on "they can sell the house" logic, this episode gives you real, tested phrases and questions that keep conversations flowing and help you
Selling Life Insurance: When You're Losing Sales and Don't Know Why- Communication Skills
Ever walked away from a client call feeling like something went wrong—but couldn't explain why? You're not alone. In this episode, Roger and Chris dive deep into why agents are losing sales and don't even realize it. From jargon-heavy language to poor communication habits and lack of active listening, this conversation breaks down the subtle mistakes that are costing agents sales every day. You'll
Selling Life Insurance: When You're Losing Sales and Don't Know Why- You're Too Nice
You're likable. You've got the rapport. The client even hugged you on the way out. So why didn't you get the sale? In this powerful episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball unpack one of the biggest hidden killers in life insurance sales: The Friend Zone. ✅ Discover the four root causes that stall your sales ✅ Learn how to shift from "friendly agent" to "trusted ad
Selling Life Insurance: When You're Losing Sales and Don't Know Why- Bank Information
Are your apps ending up in the graveyard—abandoned at 85% because a client didn't want to give you their bank info? You're not alone, and this episode is for YOU. In this episode, the team breaks down: ✅ Why so many telesales applications blow up at the finish line ✅ How to build and maintain trust throughout the entire conversation ✅ The real reason clients hesitate to give their Social or bankin
Selling Life Insurance: The Hard Truth About Life Insurance Sales
How to Sell Life Insurance: Why New Agents Fail and How to Avoid It
🚨 82% of new life insurance agents fail. But why? In this episode, we're breaking down the real reasons agents struggle, quit, or stall out—and how YOU can beat the odds. From mindset traps to busy work that feels productive (but isn't), we're exposing the pitfalls and giving you the roadmap to long-term success. Chris Ball and the team dive into: Misaligned expectations that kill momentum The
How to Sell Life Insurance: Eliminating Uncertainty in the Close
In this Life Insurance Academy Podcast, Roger and Zach dive into the Three C's that can transform your closing ratio: Clarity, Confidence, and Connection. If you've ever wondered how top agents close more sales with less effort — and why some struggle even after making contact — this episode is for you. Learn how to simplify your sales conversations, eliminate client uncertainty, and move confiden
How to Sell Life Insurance: Close More Life Insurance Sales With These 10 Tips!
In this episode of the Life Insurance Academy Podcast, Zach and Chris break down 10 actionable tips that will immediately help you level up your life insurance sales game—whether you're working in final expense, mortgage protection, or another niche. Here's what you'll walk away with: ✔️ The must-know product knowledge that boosts your confidence and closes more deals ✔️ How to educate, not overwh
Selling Life Insurance: The Importance of Process in Sales
In this episode, Zach and Chris break down one of the most critical yet overlooked factors in telesales success: sales structure. Whether you're new to the industry or a seasoned agent struggling to stay consistent, this conversation will give you a crystal-clear path to better results. 🔥 You'll learn: Why belief is the foundation of every sale How to establish trust and credibility that actu
How to Sell Life Insurance: Three Principles You Must Know to Win in Sales
In this episode, Roger and Chris break down the three key components that will transform your sales business: People, Process, and Product. Drawing inspiration from Marcus Lemonis (The Profit) and Gordon Ramsay (Kitchen Nightmares), they explain how successful agents build their business by focusing on: ✅ Knowing your people — your clients, their needs, and how to truly connect ✅ Owning your proce
Selling Life Insurance: The Real Cost of Success in Insurance Sales
In this episode, Zach and Chris dive deep into The Real Cost of Success as a life insurance agent — from monetary investments to time, effort, emotional intelligence, and risk. Whether you're just getting started or have been in the game for years, this episode will give you a real, unfiltered look at what it takes to go full-time and win big in this business. 🔥 One agent recently told us they've
How to Sell Life Insurance: The Secrets of an Effective Sales Pitch
In today's episode, we're diving deep into the psychology behind what agents often call a "sales pitch." 💭 Is it really a pitch… or is it something more? We unpack the layers of communication, emotion, and decision-making that drive buying behavior — and why your approach matters more than your script. Whether you're new to the business or a seasoned vet, this episode will challenge how you think
How to Sell Life Insurance: Get Into More Homes and Write More Apps
In this episode, Chris and Zach dive into a hot topic straight from the comments section — real sales in the field: face-to-face life insurance sales. With so much attention on telesales lately, is in-home sales becoming a thing of the past? Not so fast. They unpack the mindset, strategy, and preparation needed to succeed in face-to-face sales — from maximizing your schedule and understanding your
How to Sell Life Insurance: Why Giving "Quotes" is Costing You Sales
Today, Roger Short and Zach McElwain dive deep into one of the biggest mistakes new agents make: giving quotes too soon! ❌ Why do agents lose control when clients ask for pricing? ❌ Why does giving quotes too early kill your sales? ✅ How can you build trust and value before ever mentioning numbers? ✅ What's the right way to present pricing and close more deals? If you've ever struggled with client
How to Sell Life Insurance: Why Clients Hang Up, 4 Sales Mistakes to Avoid
Welcome back to another action-packed episode of the Life Insurance Academy Podcast! Today, we're diving into four major landmines that can derail your telesales process and cost you sales. Whether you're new to the game or a seasoned agent, avoiding these mistakes will transform your conversations and help you close more deals. 🔥 Here's what you'll learn in this episode: ✅ The biggest mistake age
Selling Life Insurance: Dana Nesen's $5 Million Sales Process Revealed
We're diving deep into the art of telesales with industry expert Dana Nesen. With 20 years of experience in final expense telesales and a passion for empowering agents, Dana breaks down her step-by-step process to help you overcome resistance, build trust, and close more sales. 💡 Key Takeaways: ✅ How to handle sales resistance like a pro ✅ The power of permission to engage and why it matters ✅ Mas
How to Sell Life Insurance: 7 Steps to 7 Figures with Mr. 7 Eric Howard
In this episode of the Life Insurance Academy Podcast, we're bringing back a fan favorite—Mr. 7 Steps himself, Eric Howard! 🔥 With over 30 years in the industry, coaching 3,000+ agents, and helping countless producers hit six figures, Eric has developed a proven system that's changing lives! 📈 His previous episode has skyrocketed to 23,000+ views in just seven months—and today, he's here to unveil
How to Sell Life Insurance: Telesales Mistakes YOU Are Making!
In this episode of the Life Insurance Academy Podcast, we're diving into the biggest takeaways from our latest Telesales Bootcamp—where real agents make real dials, get live coaching, and take their businesses to the next level. If you're serious about success in telesales, this is a must-listen! 🔥 Here's What We Cover: ✅ Why preparation is EVERYTHING in telesales ✅ The power of dialing and overco
Selling Insurance: The Ultimate Guide to Sales Success
Largest Final Expense Company Shuts Down Telesales; Dana Nesen Tells All!
In this special episode, Roger Short sits down with a powerhouse in the life insurance industry, Dana Nesen from Thousand Oaks, California. Dana is a familiar face to many in the space, known for her impactful YouTube channel and extensive telesales expertise. Recently, Dana experienced a dramatic shift in her career as she transitioned out of Lincoln Heritage, where she built a $5 million+ telesa
How to Sell Life Insurance: 3 Questions That Can Make You $1 Million
In this episode, we have an impactful conversation about the 3 questions that can make you $1 million in life insurance sales. These aren't just questions—they're game changers. Mastering these simple yet powerful communication tools can transform your sales conversations, build stronger relationships, and lead to incredible success. 🔑 What you'll learn in this episode: 1️⃣ The most effective foll
Selling Life Insurance: The Best Kept Career Secret for Women
How to Sell Life Insurance: Momentum Hacks for Insurance Agents
In today's episode, we're diving deep into the keys to overcoming obstacles and maintaining momentum in your life insurance business. Whether it's combating the dreaded "February Quit," staying accountable, or learning how to celebrate small wins, this conversation is packed with strategies to help you reach your goals and thrive in 2025 and beyond. We talk about identifying potential obstacles, d
How to Sell Life Insurance: The Blueprint for Success in Life & Business!
Welcome to the first Life Insurance Academy podcast of 2025! 🎉 Today, we're diving into the pursuit of a better life—and what it takes to get there. Whether you're reflecting on your past, planning your next big move, or persevering through challenges, this episode is here to inspire you. Join Roger Short, Zach, and the team as they break down the 4 P's: 1️⃣ Picture: Crafting a clear vision for yo
Selling Life Insurance: How to Start the New Year Strong
Merry Christmas from all of us at the Life Insurance Academy! In this special holiday episode, Zach and Roger reflect on the year, talk about recharging during the holiday season, and offer powerful strategies to reframe your mindset as we gear up for an incredible 2025. Whether you're enjoying time with family or thinking about your goals for the upcoming year, this episode is packed with actiona
How to Sell Life Insurance: Final Expense Fundamentals with Michael Hall
This week, we're diving deep into the fundamentals of final expense telesales with repeat guest Michael Hall of Trustworthy Financial. From his humble beginnings as a firefighter and marine to building a thriving telesales business, Michael shares the secrets behind his success and the transition to selling final expense insurance over the phone. You'll learn: ✔️ How to build trust and connect wit
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