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…
4 Ways to Make More Money as a Life Insurance Agent
Hey, good morning! Rich here with Summit Life Group. I want to share four ways that you can make more money as an independent life insurance agent. Obviously, one of your primary goals as an independent agent should be to make money—and hopefully, to make more money. So, let’s talk…
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…
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…
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…
Balancing Lifestyle and Work
We love and celebrate the lifestyle aspect of tele sales, and we’ve seen it work well for many agents. For example, one agent shared how they wrote an application while in the car rider line picking up their kids, turning that waiting time into productive work. Another agent shared a…