All Posts By Jeff Root

Jan Pinney on Being Referable and His Formula for Success

This week, I am talking to Jan Pinney, owner of Pinney Insurance. Jan has been hailed as creating one of the most progressive life insurance IMOs in the industry. A 40 year consecutive MDRT qualifier, Jan has created a juggernaut of an IMO in the life insurance industry. With Pinney Insurance, Jan has developed a formula […]

Pick a Niche, Be Unique

If you were to start all over, what would you do? I get asked this question a lot. Over a year ago my response to this question would have been much different, up until I discovered an amazing strategy that works for quickly creating life insurance leads – niche marketing. The single quickest way to start […]

The Three Characteristics of Successful Internet Life Insurance Agents

Have you ever wondered why some internet life insurance agents are successful and some are not? This week, I analyze the characteristics that define successful agents. First and foremost, I explain the importance of never making excuses to yourself in regards to working on your business and how to internalize the right mindset for it. This key […]

The 6 Ways to Ruin a Life Insurance Sale Over the Phone

Over the course of our careers as life insurance agents we are always finding better ways to close a sale. At times, we can be our own worst enemy by becoming so absorbed by the details of the sale that we fail to connect and we end up missing the sale. This week, I invited Gary Wallace back to […]

The Location Independent Life Insurance Agent

One of the biggest perks of being an independent life insurance salesman online and over the phone is being able work from anywhere with an internet connection. With the enough dedication it is possible to be a successful agent doing business anywhere in the world. This week, I’m pleased to welcome Liran Hirschkorn back on […]

Reputation Marketing and Management with Joe Anthony

This week, I am talking with Joe Anthony, CEO of J.A. & Associates, about how to market and manage your reputation as a life insurance agent. Joe works with local companies with an average earning potential between one and ten million dollars a year. He teaches them how to build their online reputation and monitor […]

7 Common Internet Marketing Mistakes Insurance Agents Make with John Carroll

On this week’s episode, we welcome John Carroll from www.InsuranceSplash.com. He writes a blog and hosts a podcast that teaches insurance agents marketing ideas and strategies to grow their presence online. John will share priceless online marketing advice on topics like blogging that produces results, quote forms that convert, and SEO that works. Tune in […]

Stand Out From the Crowd with Joe Simonds

This week, I talk to Joe Simonds of Advisor Internet Marketing about how to stand out in your marketplace. Heavily influenced by Seth Godin’s “Purple Cow” concept, Joe Simonds explains the importance of separating yourself from the sea of other life insurance salesmen. You will hear real-life examples of people who successfully pulled this off […]

Local SEO for Life Insurance Agents with Jake Puhl

Where should life insurance agents start with search engine optimization (SEO) is the question we’re tackling on this episode with my guest Jake Puhl. Jake is a SEO expert who specializes in optimizing local businesses to show up highly in all ways possible online. The trust and reputation your business has online are the main […]

Marketing Success Through Trial and Error

This week, I’ve decided to step away from the interviews and start addressing some listener questions. A lot of agents want to know the easiest way to start generating leads, and they want to know what myself, or some other successful agents are doing.  We’ll talk about how you should be proactive in learning marketing and […]