All Posts By Jeff Root

Life Insurance SEO with Jason Patterson

This week, I’ve invited Jason Patterson on to the show to talk about SEO strategies. Jason has been instrumental in the success of my search engine rankings. I’ll be talking to him about advice he thinks is crucial for life insurance agents to succeed in ranking their own sites. We’ll also talk about a site […]

What’s Your Edge?

This week, I’m answering a listener question about how to set yourself apart from other agents who are selling the same product. I’ll discuss the concept of Table Selection in poker, and how that relates to creating an edge in the life insurance marketplace. We’ll talk about what you can do specifically to “play the […]

Running Your Online Agency Like a Call Center

This week, we’re going to do something a little bit different. I’ve invited Gary Wallace on to the show to have a candid discussion about working in a life insurance call center. Gary and I used to work in a life insurance call center together, and he actually trained me to sell life insurance over the […]

Reaching Customer 2.0 with Technology and Scaling with Systems

This week, I’m pleased to welcome Ryan Pinney on to the show. Ryan  is an expert at using to technology to drive life insurance sales. He is also a veritable powerhouse when it comes to using technology to streamline the application and underwriting processes. We’ll talk about why customer 2.0 is changing the life insurance agency, […]

Why Your Website Isn’t Generating Any Leads

This week, I’m taking a little bit of a different approach. A lot of people are starting life insurance websites and not seeing any results.  I’ll be highlighting several listener questions about selling life insurance online. I’ll explain what successful life insurance marketers are doing, and what separates them from agents who have websites, but aren’t […]

Jeff Rose on Personal Branding and Business Efficiency

No other life insurance agent online has branded himself better online than Jeff Rose. Jeff is a Certified Financial Planner who runs several successful websites, and is the author of the new book “Solider of Finance”. I’ve invited Jeff on to the podcast to share some of his trusted techniques to claiming and expanding digital authority. Jeff’s […]

Extracting Value From Your Book Of Life Insurance Clients

This week, we’ll be talking about every life insurance agent’s greatest asset; their book of business. I’ve invited Lee Martinez on to the podcast to share some very actionable tips and advice on how to manage your clients. Lee has is a wealth of information on re-writing terms and generating real, organic referral business . […]

This Is A Business of Percentages – How Do You Compare To Industry Benchmarks?

This week, we’ll be covering a topic every life insurance agent selling over the phone should understand; how to know if your sales and processing are in line with industry benchmarks. I’ve invited Nic West back on to the podcast to lend his expertise to the discussion. Nic has personally placed over 6000 policies in force […]

Life Insurance Lead Generation Techniques and Marketplace with Clelland Green

The insurance lead marketplace is fickle, and understanding how it works in the modern world is more than demanding. Clelland Green joins us on the show this week to discuss how he generates life insurance leads for his lead buyers and his thoughts on the life insurance lead marketplace. Clelland is an ex-insurance agent who gradually […]

Ryan Hanley on Content Marketing and Google Plus for Life Insurance Agents

Social networking and Search Engine Optimization have changed the way that Insurance companies do business. I’ve invited Ryan Hanley on the show this week to talk about how to craft your online presence, and really build your authority. Ryan helps marketers and businesses find their audience and tell their story online. He has accelerated his […]