All Posts By Jeff Root

Advice For Life Insurance Agents Transitioning to Telesales

If I had to start all over again, this article will outline what I would do. I’ll preface this by saying that with so many advances in technology and consumer purchasing trends, what I write below may change as technology matures and we see observe other trends. With that said, I’ll group my personal advice […]

Integrating Direct Mail in Your Life Insurance Business

Shaun Caldwell makes a great case to implement direct mail in your business.   As the internet continues to provide increasing access to more products, the need for direct mail will grow as means to differentiate brands and sustain existing customer relationships.  In this episode we discuss” In this episode learn: 1. The risks in […]

Innovating in Life Insurance with Gregory Bailey

Gregory was recently named one of the 20 most creative people in insurance and has over 20 years of life insurance industry experience going from agent, to home office executive and now as a thought leader for insurance industry innovation. In this episode learn: 1.  Ways to act on your ideas to innovate the insurance […]

Connecting in a Technology Driven World

Thom Singer has over 25 years of sales and marketing experience and is the Master of Ceremonies and Keynote for this year’s MDRT Top of the Table event.  We’ll be talking about connecting with people in a technology driven world. In this episode learn: 1.  Why social media isn’t a replacement for human to human networking. […]

Building Your Local Brand with Jonas Roeser

Jonas has been marketing in financial services for over a decade, focusing on lead generation and personal branding.  He’ll be sharing with us some tips on building your local brand. In this episode learn: 1.   How to use your email signature to generate business 2.  How to use LinkedIn for local referrals 3.  How you can use […]

Building A Profitable Business Around Gen Y with Sophia Bera

Forget what you’ve heard about targeting Gen Y.  Sophia Bera has built a very profitable business around Gen Y and in this episode talks about how she did that. Sophia is very open and generous with the inside look at her business and how she works with Gen Y.  Lots of great “how-to” information for […]

SEO, Conversions and Building Your Own Systems with Glenn Cooke

Glenn Cooke is a life insurance industry veteran that uses marketing and technology to make life insurance easier for consumers to understand and purchase using his own twist on online marketing and building his own systems. In this episode learn: 1. How Glenn generates leads online for his agency 2. Importance and tips Glenn uses to increase […]

Accountability and Expected Value with Taylor Pearson

Taylor Pearson is a digital marketing consultant and has spent the last 3 years meeting with 100’s of entrepreneurs from around the world helping them with their businesses.  He’s been a huge influence on my business through a mastermind we take part in and we’ll be discussing accountability and a excerpt from his new book, End […]

Mortgage Protection Life Insurance Market Insights with Patrick Pegram

Patrick Pegram, also known as “Skipper”, is a 30 year life insurance industry veteran and has to be one of the most experience mortgage protection experts out there. There’s a lot of hype around the mortgage protection life insurance market and Patrick gives us the truth on what you can actually expect and how to best […] Update

It’s been quiet around here lately and I’ve been getting lots of emails of when the podcast will start back up etc, so it’s time for another update. Update #1: I’ve closed the community to new members. I also stopped all recurring payments for current members. Those members who are contributing are getting access as […]