Episodios

  • Selling Life Insurance: The Real Reason Agents Fail and How to Beat It
    Nov 19 2025

    "Fear Is the Real Objection — And Most Agents Don't Even Know It."

    In this episode of the Life Insurance Academy Podcast, Chris and Zach break down the real reason most agents struggle to gain traction in this business: fear.

    Whether it shows up as procrastination, perfectionism, avoiding hard questions, talking too fast, over-explaining, apologizing for the price, or sounding like a script-reading robot…
    👉 It all points back to fear.

    Fear of rejection.
    Fear of looking inexperienced.
    Fear of failing — or worse… fear of giving your best and still not winning.

    In this honest, hilarious, and highly practical conversation, you'll learn:

    ✅ The 7 "fear symptoms" that show up in your sales calls
    ✅ Why action—not confidence—is the cure for fear
    ✅ How to stop sounding nervous, robotic, or apologetic
    ✅ The mindset shift top producers make when talking about price
    ✅ Why slowing down your cadence instantly builds trust
    ✅ How to ask hard "stakes" questions without feeling awkward
    ✅ Why you must identify your fear if you want to overcome it

    If you've ever struggled with overthinking, avoidance, fast talking, or battling nerves… this episode will feel like a mirror. And a breakthrough.

    ✨ If you're in the fight right now — tired, nervous, learning, pushing — we're proud of you. Keep going.

    👇 Drop a comment: Which "fear type" do you relate to most?
    👇 Want coaching? Visit LifeInsuranceAcademy.org to join our Thursday morning sessions.

    Más Menos
    34 m
  • Selling Life Insurance: The One Thing Sabotaging 90% of Your Sales (and How to Fix It)
    Nov 12 2025

    What if you're sabotaging 90% of your sales in the first five minutes?
    Most agents spend all their energy perfecting scripts, word tracks, and closing lines… but they miss the one foundational element that makes everything else work: trust.

    In this episode, Roger Short breaks down the most essential sales fundamental that separates top producers from struggling agents — and shows you how to build trust fast through authority and empathy in every environment:
    📞 Over the phone – when your voice is your handshake
    💻 On Zoom – when your presence speaks louder than words
    🏡 In person – when every detail communicates professionalism and care

    You'll learn:
    ✅ The first-five-minute mistakes that kill your sales
    ✅ How to combine authority and empathy so clients trust you quickly
    ✅ How to earn the right to lead your clients with confidence
    ✅ Why "trust isn't a step in your sales process — it's the atmosphere it lives in."

    If you want to close more sales, earn more referrals, and help more families, it starts with mastering trust.


    👇 Drop a comment: What's one way you build trust early in your appointments?

    Más Menos
    34 m
  • How to Sell Life Insurance: The IUL Crash Course Agents Actually Need
    Nov 5 2025

    From Uber shifts to building Legacy Wealth Academy: In this episode of the Life Insurance Academy Podcast, we sit down with Mark Cassara (Frisco, TX)—a financial strategist and educator who's grown an audience of 2M+ across TikTok, Instagram, YouTube, and Facebook— to unpack how short-form, value-first content can build trust, generate inbound leads, and fuel a thriving virtual practice focused on IULs, executive bonus plans, and retirement strategies.

    Mark shares:

    • How he went from 3 jobs to full-time in 6–8 months—and then doubled his income year over year

    • The content system (and cadence) that took him from 0 to 100K+ followers in months

    • Why short-form "give, give, give" education beats hard selling

    • Clear, plain-English explanations of IULs (upside potential, 0% floor, liquidity, and common pitfalls)

    • Real-world client use cases: enhanced liquidity riders, premium deposit accounts, and executive strategies

    • How he onboards agents with a social media bootcamp so they can win faster

    If you're an agent, leader, or entrepreneur who wants to build a pipeline without buying leads—and serve families with clarity and confidence—this one's for you.

    🔗 Links & Resources
    • 🧰 Free LIA Telesales Script: https://lifeinsuranceacademy.org/

    • 📱 Follow Mark: TikTok @MarkCassara | Instagram @MarkCassara.legacy | YouTube @MarkCassara

    • 📩 Contact LIA: https://lifeinsuranceacademy.org/

    ⚠️ Quick Note

    This video is for educational purposes only and is not financial advice. Products, riders, caps, floors, and crediting methods vary by carrier and policy design. Always review client suitability and consult carrier materials, compliance, and a licensed professional in your state.

    Más Menos
    38 m
  • How to Sell Life Insurance: The 5 Mistakes That Are Killing Your Sales Calls
    Oct 29 2025

    Agents are failing for five simple, fixable reasons — and it's costing them sales.
    In this episode of the Life Insurance Academy Podcast, Roger Short and Chris Ball break down what's really holding agents back in telesales — and how to fix it fast.

    You'll learn how to:
    ✅ Master your script until it sounds natural
    ✅ Build confidence through competence
    ✅ Understand medications & underwriting basics
    ✅ Discover affordability before pricing
    ✅ Move confidently toward the application
    ✅ Practice your carrier apps like a pro

    These small changes create big wins — more confidence, more trust, and more closes.

    If you're tired of missing sales you should be winning, this one's for you.
    👉 Download your free telesales script at lifeinsuranceacademy.org
    👉 Join our weekly coaching calls for live training and Q&A
    👉 Get in the room for our next Telesales Bootcamp

    🎧 Listen on Spotify / Apple Podcasts
    📺 Subscribe for weekly episodes and sales training
    💬 Drop a comment: which of the 5 fixes hit home for you?

    Más Menos
    33 m
  • Selling Life Insurance: Michael Bond on Building a Triple-Threat Agency
    Oct 22 2025

    From liquor-store owner to building one of the fastest-growing agencies in life, Medicare, and retirement—Michael Bond returns to share what changed in 2.5 years: going all in, stacking the right people, and building systems that keep 90%+ persistency even without the cheapest product. If you're in your first 0–24 months or considering the industry, this episode is your blueprint.

    What you'll learn

    • Why "all in" beats "part-time dabbling" (and how to commit without burning out)

    • Building a triple-threat agency: Life → Medicare → Retirement/Annuities

    • The lead discipline that creates consistent weeks and real income

    • How to keep clients (and referrals) with elite service and simple systems

    • Turning team culture into production (shoutouts to Caroline, Melissa, Joel)

    Memorable lines

    "This business lets you sign the front of the check—not just the back."
    "Don't reinvent the wheel. Jump—your static line (system) will open."

    If this helped, hit 👍, subscribe, and drop a comment with your biggest takeaway—or your "all in" date.


    #LifeInsuranceAcademy #SerenityInsurance #MedicareSales #Annuities #InsuranceAgents #AgentTraining #Leads #Persistency #AllIn

    Más Menos
    43 m
  • Selling Life Insurance: Turn Small YES's Into Big Wins
    Oct 15 2025

    Unlock the "secret sauce" of consistent closes: tie-downs (aka micro-agreements). In this episode, we unpack how small, intentional yeses throughout your presentation create momentum, uncover misunderstandings early, and lead to a natural close—not a hard close.

    What you'll learn

    • Why micro-agreements work: The psychology of agreement and Brian Tracy's law of incremental commitment.

    • Where to use them: Rapport/CORE, stakes & urgency, education/presentation, budget framing, and the close.

    • How to deliver them: Tone, timing, the power of the pause, and why consistency beats complexity.

    • Real examples you can steal today:

      • "That makes sense so far, right?"

      • "You'd want this in place for your family, wouldn't you?"

      • "Affordability is a priority for you, isn't it?"

      • "If we find a plan that fits your budget and protects [NAMEs], you'd at least want to apply, right?"

    Analogies you'll remember

    • Thermometer: keep "checking the temperature" so nothing goes cold.

    • Tent tie-downs / trailer straps: secure each section so the whole sale doesn't blow away.

    • Trail guide: move the fast, middle, and new learners together—everyone arrives at the summit.

    Try this challenge
    Add one simple tie-down to every section of your script this week and track them. Watch your confidence (and closes) climb.

    If this helped, subscribe, drop a comment with your favorite tie-down, and share with a teammate who needs more natural closes.

    #lifeinsurance #sales #telesales #closing #objectionhandling #LifeInsuranceAcademy

    Más Menos
    43 m
  • Selling Insurance: How Faith, Fire, and $20 Built a $20 Million Agency
    31 m
  • Selling Life Insurance: The Missing Key to Closing More Sales: Certainty in Life Insurance
    Oct 1 2025

    In this episode of the Life Insurance Academy Podcast, Roger Short dives into one of the most overlooked keys to sales success: certainty.

    Have you ever left a client meeting knowing they should have said yes… but instead you heard, "I need to think about it"? The problem isn't the product, the carrier, or even the client—it's belief.

    ✅ Belief in the product
    ✅ Belief in the company
    ✅ Belief in yourself

    When you show up with conviction, your clients feel it. Certainty is contagious, and it's what transforms stalled conversations into life-changing decisions.

    In this episode, we'll unpack:

    • Why belief is the missing piece in most sales conversations

    • How to build unshakable conviction in what you sell

    • The 3 levels of belief every agent must master

    • How to transfer certainty so clients feel empowered to act

    This isn't just about selling policies. It's about protecting families, securing legacies, and fulfilling your calling as an agent.

    🔔 Don't forget to subscribe to the Life Insurance Academy Podcast for weekly insights, strategies, and encouragement to grow your business and impact lives.

    Más Menos
    17 m