How to Sell Life Insurance: Seven Steps to Success in Telesales

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 with clients remotely. ✔️ The keys to identifying, addressing, and raising the stakes in telesales. ✔️ Proven strategies for simplifying underwriting and ensuring client affordability. ✔️ The benefits of leveraging automation and CRMs to streamline your telesales process. 💥 Ready to take your telesales game to the next level? Join the waitlist for our next Telesales BootCamp here: https://shop.lifeinsuranceacademy.org/telesales-waitlist  Whether you're new to life insurance sales or a seasoned pro, this episode is packed with actionable insights to help you succeed. 👉 Don't forget to like, comment, and subscribe! Let us know your biggest takeaway from this episode or drop your questions for Michael in the comments. Follow Michael Hall: 🌐 Website: https://trustworthy.life/getstarted/ 📱 Facebook: Michael A Hall 📸 Instagram: @mahall79 📅 Stay tuned for more episodes to help you master the art of life insurance sales!

In this special episode of the Life Insurance Academy Podcast, we sit down with Elvir Bazdarevic from Modern Financial, whose incredible journey from war-torn Yugoslavia to building a thriving insurance business is one you don’t want to miss. 🌟 Elvir shares how his family overcame unimaginable challenges, emigrating from Germany to the U.S., and how his work ethic, resilience, and faith fueled his rise in the life insurance industry. His story is a testament to the power of perseverance and the opportunities this industry provides for anyone willing to work hard and show up. 🛠️ Key Takeaways: The power of resilience and adaptability under pressure How to succeed in telesales and build a thriving agency Characteristics of six-figure earners in the life insurance industry Whether you're new to the business or a seasoned agent looking for inspiration, this episode has something for you. 💥 Want to join the next Telesales BootCamp? 💥 📌 Click here to join the waitlist! https://shop.lifeinsuranceacademy.org/telesales-waitlist  👉 Connect with Elvir: 🌐 Modern Financial📧 Email: [email protected] Don’t forget to like, comment, and subscribe for more inspiring stories and actionable insights!  

Welcome to a very special episode of the Life Insurance Academy Podcast – Episode 250! 🎊 In this milestone episode, the team dives deep into the core principles that have driven their journey: Consistency, Discipline, and Growth. From humble beginnings with no video content to now celebrating 3 million downloads and 26,000 YouTube subscribers, this podcast is a testament to the power of showing up, day in and day out. 🚀 🌟 Key Highlights from Episode 250: The secret sauce for success: mastering the boring but essential activities. Celebrating our podcast journey and milestones achieved. Stories of perseverance and the importance of consistent action in both podcasting and life insurance sales. Insights from our very own media producer, Adam Steffen, on the evolution of the podcast. If you're ready to take your life insurance career to the next level and learn how to master the mundane to achieve monumental success, this episode is for you! 👉 Want to supercharge your telesales skills? Get on the waitlist for our next Telesales BootCamp and learn from top producers how to dominate the life insurance market: https://shop.lifeinsuranceacademy.org/telesales-waitlist      Don’t forget to: ✅ Like this video if you found value in it. ✅ Subscribe to the channel for weekly insights to level up your sales game. ✅ Comment below with your favorite episode or a takeaway from this milestone episode. Thank you for being part of this incredible journey. Here’s to the next 250 episodes and beyond! 🥂  

🎙️ Today, Zach and Roger dive into the 5 key questions you must ask before entering the life insurance business. These are the questions many of us wish we had the answers to before starting—and they could save you time, money, and frustration. Key Takeaways from This Episode: Alignment: Are your values, vision, and goals aligned with the organization you’re joining? Contract Structure: Are you an independent agent owning your book of business, or are you a Licensed Only Agent (LOA)? Compensation Plan: Do you fully understand how you’ll be paid, including commission percentages, advances, and potential chargebacks? Advancement Opportunities: Is there a clear pathway to grow your income, role, and agency? Team & Mentorship: Are you plugged into a winning team and supported by a mentor who is actively succeeding in the business? 👉 Don’t Miss This: Success happens in community, not isolation. Your team and mentor are vital to navigating challenges and building confidence. 🎯 Ready to take your telesales skills to the next level? Get on the waitlist for our next Telesales BootCamp, where you'll learn proven systems, receive hands-on coaching, and work alongside top producers in the industry. https://shop.lifeinsuranceacademy.org/telesales-waitlist  If you found value in this episode, please remember to: ✅ Like ✅ Share ✅ Subscribe Your support helps us continue to produce more content to guide aspiring agents like you. We’ll see you on the next episode of the Life Insurance Academy Podcast! 🎧

🎙️ Today, Chris and Zach tackle the age-old debate: Why do all leads suck? 💡 Spoiler alert: It’s not about the leads themselves—it’s all about expectations and mindset.   In this episode, we explore: ✅ Why agents often misunderstand leads. ✅ The critical difference between garbage and gold. ✅ How expectations impact your success. ✅ Proven strategies to maximize your lead activity and results.   Whether you’re a new agent or a seasoned pro, this episode is packed with insights to shift your perspective and improve your results.   🔥 Ready to take your telesales game to the next level? Join our Telesales BootCamp and master the art of selling over the phone! https://shop.lifeinsuranceacademy.org/telesales-waitlist    💬 What are your biggest challenges with leads? Drop your thoughts in the comments—we’d love to hear from you!   Don’t forget to: 👍 Like 📝 Comment 🔔 Subscribe to stay updated with future episodes.   Thanks for tuning in! See you next week! 🚀  

In today’s episode, Roger and Chris are laying it all out for you—the real truth about rejection and resilience in life insurance sales. We know that every sales journey comes with its fair share of challenges, and today, we're diving deep into how to overcome them. You'll hear practical strategies and mindset shifts that will help you not only face rejection but use it as a stepping stone to build your confidence and skills. This episode is packed with insights on navigating rejection, reframing setbacks, and turning each “no” into a valuable lesson for sustainable success in this business.   If you've been struggling with maintaining momentum or feeling discouraged, this episode is for you. We talk about how to build emotional resilience, the importance of celebrating small wins, and how to take each interaction as an opportunity for growth. These tips aren’t just for insurance—they’re principles that can help you succeed in any part of life where resilience is key.   🚀 Ready to take your telesales skills to the next level? Get on the waitlist for our upcoming Telesales BootCamp and be part of a transformative experience with real strategies, coaching, and peer support. https://shop.lifeinsuranceacademy.org/telesales-waitlist    If you found value in this episode, make sure to like, share, and subscribe! Drop us a comment below with your thoughts or questions—we’d love to hear from you. Thanks for listening, and we’ll see you on the next episode!  

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:   How to Launch Efficiently: Get licensed and contracted quickly to gain momentum. Learning While You Wait: Don’t let downtime stop you! We share tips on staying sharp as you wait for contracts. The Importance of Urgency: Why speed in each step directly correlates to your success. Leveraging Your Community: How to stay connected and grow with your team. 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. Follow us on Instagram and Facebook for more updates and content!  

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!