The Truth About Final Expense Telesales vs Face-to-Face

How did Jacob Otero write over $150,000 in premium during his first year as a life insurance agent? In this interview, Jacob breaks down the mindset, habits, and strategies that helped him succeed using Caboom Leads from day one.Ready to level up your production?➡️ New real-time leads: https://caboomleads.com/➡️ Affordable aged leads: https://yesterdaysleads.com/

In this episode, I sit down with Grant Smith, Hunter Stone, and Matt Ross—three top-producing final expense agents who built successful careers in the field before transitioning to full-time telesales.We discuss the biggest differences between selling over the phone and in person, what it takes to become great at final expense telesales, and the mindset that has helped them build thriving careers while making a real impact on families.👇 Connect with these guys and learn more:📲 Grant Smith – Instagram: @sellingwithsmith101📲 Hunter Stone – Instagram: @stone_hunter08📲 Matt Ross – Instagram: @mattross3_🏢 Follow Whitestone Financial:Instagram: @whitestonefinancial

Are you a new insurance agent wondering how to start making money fast? Or maybe you've been in the business for a while but feel like you're spinning your wheels.In this episode, I sit down with Lori Swanigan, founder of The Benefits Solutions Group, to talk about her journey from becoming a top-producing agent to building a highly successful agency filled with top performers. Lori shares the mindset, habits, and sales strategies that helped her grow—and the practical advice every new agent needs to hear.Whether you're in your first 30 days or your first few years in the business, this episode is packed with actionable advice that can help you accelerate your growth.Connect with Lori Swanigan: 🌐 Personal Website: https://www.loriswanigan.com/🏢 Agency Website: https://www.thebenefitssolutionsgroup.com/

If you're an insurance agent looking to write more business without chasing more leads, this episode is for you.I sit down with Hunter & Emily Palmer, who have built a thriving agency by dominating a single niche—the trucking industry. Today, they're teaching other agencies how to identify the right niche, build a repeatable system, and dramatically increase revenue.In this conversation, we cover:How to niche down without limiting your growthThe art of bundling and selling multiple products in one appointmentHow to increase revenue per client instead of just chasing more leadsThe exact strategies they used to help one agency generate an additional $100,000 in just 60 daysIf you're serious about growing your agency, increasing your average commission, and building a more scalable business, you won't want to miss this one.📞 Connect with Hunter & Emily Palmer: (940) 539-9497🌐 Learn more at Niche Master: https://niche-master.comIf you enjoyed this episode, be sure to like, subscribe, and share with another agent who wants to grow faster. New episodes every week!

Starting a career in insurance can be overwhelming—but it doesn't have to be. In this episode, Cody sits down with top producer and agency leader Mallory Kroos to discuss the best advice for new insurance agents. From building confidence to making your first sales faster, Mallory shares the strategies she uses to consistently produce at a high level while helping new agents get up to speed and start earning quickly. If you're new to the industry, this conversation is for you.

Want to know what it really takes to succeed as a young insurance agent?In this episode, Anthony Rose and I sit down with Joey Neveux (JoeyMedicare), a rising star in the Medicare space who started in the business at just 22 years old and has already built a book of over 1,000 Medicare clients by age 30.Joey shares the lessons he's learned over the last eight years, the mistakes young agents need to avoid, how he built a thriving Medicare business, and what he's doing today to develop and mentor the next generation of insurance agents.If you're a new agent, a young producer, or someone looking to grow faster in the insurance industry, this conversation is packed with practical advice you can apply immediately.📲 Connect with Joey Neveux: Call or Text: (207) 229-3369

In this episode, Cody Askins sits down with Brian Thompson, founder of Peritia Senior Advisors and Zero Bullshit Insurance. Known for his no-nonsense approach, high integrity, and willingness to tell agents exactly what they need to hear, Brian shares hard-earned lessons from building a successful insurance business and helping agents grow the right way.They discuss what new agents should focus on, common mistakes that hold producers back, the importance of accountability, and how to build a long-term career in the insurance industry.Connect with Brian Thompson:📧 [email protected]📱 (319) 899-8222

In this episode, Cody Askins sits down with Kim Davis and Trista Giancotti from K Davis Insurance Group to discuss how they built a successful P&C and life insurance agency from the ground up.They share the lessons they've learned growing their agency, the importance of surrounding yourself with the right people, getting in the right rooms, building strong relationships, and the strategies that have helped fuel their growth over the years.If you're an insurance agent or agency owner looking to scale your business, this conversation is packed with practical insights you can apply right away.To learn more about K Davis Insurance Group, call (513) 797-9777 or visit https://kdavisinsurancegroup.com/

In this episode, Cody Askins sits down with Ali Moghaddam and Thomas Schultz, Founding Partners of Standing Room Only Marketing, to discuss the marketing system helping insurance agents create a more predictable flow of new clients.They break down how seminar marketing works, why it continues to be one of the most effective client acquisition strategies in Medicare, and what top-performing agents are doing to consistently fill rooms, build trust, and grow their businesses.If you're looking for a scalable marketing system that doesn't rely solely on referrals, social media, or cold calling, this conversation is packed with valuable insights.👉 Learn more and register for one of Standing Room Only Marketing's upcoming free webinars:https://sromarketing.com/webinar/

What does it really take to go from zero clients to 2,000+ loyal clients in the insurance industry?In this interview, I sit down with agency owner Roderick Bonds, who built an incredible book of over 2,000 final expense clients and helped grow a team of more than 100 agents.Roderick shares the strategies that helped him retain clients, build lasting relationships, create referrals, and develop agents who consistently win. If you're an insurance agent looking to grow your book of business, increase retention, and build a long-term agency, this conversation is packed with practical advice you can apply immediately.Text or call Roderick here: (469) 867-4390 or email him at [email protected]