All Posts By Jeff Root

Your BIGGEST Asset in This Business

If you want longevity in this business combined with increasing income,  the only “stable” way to do this is: Build your database of prospects. There are major ups and downs in selling life insurance over the phone, especially during the first few years. If you’re solely dependent on buying leads, every month is a roller […]

Selling Term From Home – The Fortune Is In The Follow Up

Guest post by Liran Hirschkorn I love it when I have that first interaction with a lead or prospect. Maybe I spent 15 or 30 minutes on the phone, and at the end of the call the prospect decides to apply for life insurance. It doesn’t matter if this is my first or 10th application […]

Winning This Week at Sell Term Life

Had a few of what I like to call “Wins” this week that doesn’t have to do with my personal production.  I’ll go over a couple marketing wins and couple agents who absolutely CRUSHED it this week in production. Marketing Wins: I had the editor of a big scuba diving magazine contact me to reprint  […]

The Mindset of Selling Life Insurance Over The Phone

I speak with agents every week who could kill it in this business, but are held back because of  limiting beliefs. Selling life insurance over the phone just takes a certain mindset. Break Away From Limiting Beliefs Allow me to get philosophical here.  I’ve had this discussion with a couple agents who told me this […]

Underground Elephant Life Insurance Leads

We recently interviewed James Riebol, VP of Business Development over at Underground Elephant, regarding their life insurance leads. They’ve just launched into the insurance lead space and while I personally have never worked them, I’ve had good feedback from other agents who have had success with their leads so they are now on my recommended […]

Warning: Be Prepared for AG38

If you’re not up to date on AG38 (actuarial guideline XXXVII), do some research.  It will change the landscape or our term and guaranteed UL business in the coming months. AG38 was formed to govern the reserve requirements on universal life products with secondary guarantees (GULs).  Most of the carriers who are selling GUL’s are […]

Sales Challenge Recap

SUCCESS! 4 months ago, I kicked off this blog with a sales challenge.  The goal was to document my applications with an explanation of why I used a certain carrier and/or helpful information of how I got the sale.  You can click on “Sales Challenge” under categories to see the full history. The Challenge: Submit […]

Week 13, 14 and 15 Sales Challenge Update

For weeks 1-12′s recap, please click “Sales Challenge” under Categories. My goal is to hit $80k in 5 months (20 weeks). Results are at the bottom on this post. The point of the sales challenge and recapping my apps for the week are for training purposes. Aloha!  I spent 10 of the last 18 days […]

Week 12 Sales Challenge Update

For weeks 1-11′s recap, please click “Sales Challenge” under Categories. My goal is to hit $80k in 5 months (20 weeks). Results are at the bottom on this post. The point of the sales challenge and recapping my apps for the week are for training purposes. This week, I focused on building out a couple […]

Week 11 Sales Challenge Update

For weeks 1-10′s recap, please click “Sales Challenge” under Categories.  My goal is to hit $80k in 5 months (20 weeks).  Results are at the bottom on this post. The point of the sales challenge and recapping my apps for the week are for training purposes. For those that subscribe to my newsletter, you received […]