Hey, good morning! Rich here with Summit Life Group. Are you an independent agent looking to do remote sales, tele sales, or virtual sales? If you’re an agent or advisor considering this path, one of the common questions that often comes up is: “How many states do I need to…
Tabletop Discussions – Episode 8
Rich: Hey, so David, we just finished our conference call. We haven’t done a tabletop recording in a while, though we do them every morning. We get each other fired up, plan out our day, but just haven’t been recording them. David: That’s right. Rich: But we just wrapped up…
Selling During the Holidays
Hey, what’s going on? Rich here with Summit Life Group. Here we are in the middle of the holiday season, as I’m recording this between Thanksgiving and Christmas. This is the time when so many agents take off or wait to get started. They say, “I’ll get started after the…
The Riches are in the Niches
Hey, good morning! Rich here with Summit Life Group. Are you an independent life insurance agent, or are you looking to become one? Are you trying to figure out the best way to actually earn a living and make a good income selling life insurance as an independent agent? One…
The Most Important Part of a Sales Call
Hey, good morning! Rich here with Summit Life Group. Today, I want to talk about one of the most important parts of a sales call: the very beginning. I don’t care what you’re selling—especially if you’re selling over the phone—the first few seconds of your call are the most crucial.…
4 Reasons Your R.O.I. on Leads Is Bad
Hey, good morning! Rich here with Summit Life Group. Are you looking to improve the ROI on the leads you’re purchasing for your life insurance business? In this video, I’m going to share four reasons why your ROI might not be as high as it should be. Reason 1: The Leads The first reason…
Real Estate Agents vs. Insurance Agents:
Hey, good morning! Rich here with Summit Life Group. I want to take a few minutes to talk about some of the differences between being a real estate agent and a life insurance agent. Oftentimes, people may be considering one of these two different paths, so I thought I’d share…
How Much Do Leads Cost?
Hey, good morning! Rich here with Summit Life Group. One of the questions I hear a lot from agents is about lead costs: “How much does this lead cost?” or “How much are these leads?” It’s a good question, especially if you’re an independent agent or considering becoming one. If…
Staying Disciplined
In my experience, one of the biggest reasons people fail in tele sales is that they’re not working as much as they think they are. Agents who are successful in independent tele sales know that success comes from consistently working. When you’re at home, it can feel like you’ve been…
Don’t Try it Alone!
Rich here with Summit Life Group. If you’re an independent life insurance agent looking to break into tele sales and sell remotely over the phone, I have one piece of advice for you: Don’t try to go at it alone. There’s a lot to know and learn about tele sales, and…