All Posts By Jeff Root

Final Expense Telesales [Best carriers, leads and agencies]

For agent use only. Diving into the Final Expense Telesales market is exciting and an excellent opportunity to live a life where you can control your time and your financial futures. When you begin navigating and trying to determine which Final Expense telesales opportunity may be the best for you, you have a lot to […]

Characteristics of Top Producing Life Insurance Agents

In this episode, David Duford of talks about his new book called “Interviews With Top Producing Insurance Agents” (buy on Amazon here)where he interviews 13 top producing life insurance agents.  We also discuss the process of getting his direct to consumer burial insurance site to daily inbound leads and phone calls. In this episode learn: […]

Numbers Are In The Niches

In this episode, Randy Vandervaate guest hosts and interviews Jimmy McMillan from  Both Randy and Jimmy have built niche websites producing consistent life insurance business and discuss the process and what it takes. In this episode learn: 1) How to niche down your life insurance website to get better results in the most efficient way […]

Journey of a New Website to Daily Life Insurance Leads (Within 6 Months!)

In this episode, Anthony Martin of walks us through his journey of starting a website from scratch and getting to daily leads from the search engines within 6 months.  We also talk about why many agents fail at final expense telesales and some ways he makes it work. In this episode learn: 1) What it […]

Success With Buying Life Insurance Leads with Glen Shelton

Glen Shelton owns Lead Heroes, a telemarketed lead vendor and in this episode we discuss working internet leads and what it takes to become successful doing it through some of our own insights into the business. We talk about timeframe to profitability, following up on leads, advice on transitioning to telesales and a bunch of […]

Turn Key Digital Marketing Processes with Jonathan Musgrave

Jonathan Musgrave has been building turn-key digital marketing processes for agents for years.  Using a combination of targeted traffic and an optimized digital marketing process, he delivers only the hottest of prospects to his agent clients. In this episode learn: 1) What it looks like to build a turn-key digital marketing strategy. 2) Facebook ads best practices. […]

Selling Indexed Universal Life Insurance Over The Phone With Brett Kitchen

Brett Kitchen has the most experience of marketing and selling Indexed Universal Life Insurance (IUL) over the phone the phone of anyone I know.  He’s also authored the book “Wealth Beyond Wall Street” and has a program to train and help agents sell IUL over the phone. In this episode learn: 1) How to identify the […]

Habits of Successful Life Insurance Telesales Agents

Todd Ewing has the most direct to consumer telesales experience that I know of in the industry and he shares his 7 habits of successful life insurance telesales in this episode. At-A-Glance Success: * Produced over $1 billion in premium * Supervised over 500,00 paid policies * Created and built 3 start-up agencies As an […]

Online Sales Funnels To Generate Appointments and Leads

Jovan Will from works with top financial advisors across the country to prosper in the digital age.  We talk in detail about his marketing strategies to get appointments to market annuities and other financial products.   Some agents are even selling annuities 100% over the phone and doing very, very well.   In this episode […]

Final Expense Sales Techniques and Lead Programs

The market for final expense is just getting bigger as more and more baby boomers are aging into retirement.  This week we’re bringing in David Duford from to discuss how he teaches final expense agents to grow their business.  We’ll cover lead programs, sales techniques and general advice on how you can sell more […]