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 […]

Anonymous Interview with a Life Insurance Underwriter

In this episode we interview a life insurance underwriter.  We’ll keep the life insurance company and underwriter name anonymous so the interview can be as candid as possible. We ask a broad range of questions from what it takes to become an underwriter, what their average case load is, if cover letters really help.  and […]

Marketing Life Insurance to Consumer 2.0

This episode covers the current state of life insurance marketing and the magnitude of the opportunity in front of us for 2015 and beyond. As we close out 2015, there’s a few opportunities agents haven’t fully grasped that I’ll also cover those in this episode. People in the episode: Jeff Root: [email protected] Mentioned on this episode: […]

No Exam Life Insurance with Sagicor’s President – Bart Catmull

This week we have Bart Catmull, President and COO of Sagicor Life Insurance. Bart and I have a conversation about Sagicor Life Insurance and the no medical exam life insurance marketplace.  Specifically his thoughts on where it’s going and challenges it faces. People in the episode: Jeff Root: [email protected] Bart Catmull Mentioned on this episode: Sagicor […]

Focusing On Client Experience with Tim Clairmont

This week we have Tim Clairmont, Founder of Clear Financial Partners, Top of the Table MDRT qualifier and author of “Passionate Ambivalence”. Tim is going to share with us his 4-step process for marketing and why he focuses on client experience over everything else. People in the episode: Jeff Root: [email protected] Tim Clairmont: Mentioned […]

New Agent Struggles with Nick Perry

Nick Perry is on this week’s episode of the Modern Life Insurance Selling Podcast.  He’s owner of the Independent Life Insurance Agent Association and we’ll be covering: 1.  Selling high risk cases and “on the fly” field underwriting tips. 2. What to do when you don’t have enough leads. 3.  Should you take advances or go as-earned? […]