All Posts By Jeff Root

Life Insurance Content Marketing in 5 Minutes

Many agents always seem to have questions about SEO and with good reason too.  Who wouldn’t want a website generating leads 24/7?  However, in my experience in generating organic life insurance leads online, SEO should be on the backburner until you become a great content marketer. Before you even begin to think about SEO (which […]

New Life Insurance CRM Teaser

If there’s one thing that’s missing from the online life insurance sales marketplace, it’s a dynamic CRM just for life insurance agents. I present to you, the first public look of the Data Raptor. Pinney is putting the finishing touches on this CRM that will be exclusive to Pinney agents in the beginning, but will […]

Marketing Online For Life Insurance

Liran from chooseterm.com recorded a video (bottom of this post) of what it takes to market life insurance online – from anywhere. It’s not as easy as using a pretty wordpress template, writing some great articles and building a few links.  Which many agents seem to think is all it takes.  It’s much more involved. […]

Know Your Graded Death Benefit Options

  As most of you know, I work with a lot of high risk life insurance prospects.  Many times I can help them with traditional coverage – other times I can’t.  In those times that I can’t help them with traditionally underwritten life insurance – I always go to plan B: Graded Death Benefit Life […]

Profitable Affinity Partnerships

This is a guest blog post by Nic West over at trustedquote.com.  I’ve asked him to write an article about his successful property and casualty affinity relationships. A life insurance agent’s business is heavily based on first year commissions, and to stay in business an agent needs a steady stream of referral leads and new […]

A Day in The Life 3/21/2013

This is a guest post by Liran Hirschkorn. Liran Hirschkorn is the founder of ChooseTerm.com and a life insurance agent. He works with Jeff Root and the EZlife team, where he works hand in hand with some of the best life insurance companies. I used to leave early and come home late. I’d also wear […]

Little Bit of Motivation

I was just going over my February.  I saw some pretty motivating things happen. I had 1 agent place $35k in February.  All online and over the phone.  Baller status. I personally placed $25k in February.  I sell MAYBE for 4 hours a day. (humble brag?) The website I offered up last month on this […]

Choosing a Life Insurance IMO/BGA – Comp Isn’t Everything

In this article I’ll cover what questions to ask a prospective BGA.  (FYI – IMO/BGA/MGA/FMO/GA are used interchangeably by agents, for the sake of this article we’ll use BGA). More importantly, I’ll discuss why comp isn’t everything. For full disclosure, on top of being a producing agent, I’m also co-owner of a niche Life Insurance […]

Webinar Replay

Here’s the webinar replay.  I highly recommend watching if you missed it.  Lots of great information on marketing online and selling life insurance over the phone.  If you have any questions, please feel free to comment.

Webinar Announcement

Save The Date: Wednesday February 20th at 10:30 AM PST Making Millions with 21st Century Technology: Harnessing the Internet, Social Media and Mobile Technology to Thrive Presenters: Jeff Rose, CFP is a Social Media Superstar and blogging sensation who runs one of the most successful financial blogs (GoodFinancialCents.com and  LifeInsuranceByJeff.com) on the internet and has […]