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…
The Truth about Insurance Sales
Hey, good morning! Rich here with Summit Life Group. I want to talk about the truth of insurance sales. You know, one thing I’ve noticed is that selling insurance is often portrayed as almost too good to be true “get rich quick” scheme. The reality is, selling insurance is an…
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…
What is a Release
Hey, good morning! Rich here with Summit Life Group. So, what is a release in the insurance business? When I first got my life insurance license, I didn’t know what a release was or what it meant. Some of you may be new to the life insurance space or the…
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.…
The Number 1 Company to Invest In!
Hey, good morning! Rich here with Summit Life Group. Today, I want to talk about something near and dear to my heart: investing—specifically, the best investment you can make. I’ve been passionate about investing since I was 12 years old, thanks to my granddad. I remember him taking me to a…
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…
The Opportunity
Tele sales offers an amazing work-life balance, much more so than fieldwork or door-knocking. But the freedom to work from anywhere also means you need discipline to avoid distractions. If you’re considering tele sales, be honest with yourself about your ability to stay focused. At Summit Life Group, we help…