Episodios

  • Like Father, Like Son – Why Collin Urich Followed in His Father’s Footsteps
    Nov 16 2024

    In Episode 34 of EFES Nation, Chase is joined by a special guest – his son, Collin Urich. Chase and Collin discuss Collin’s journey into the business, how Collin developed his skills, and why age is just a number in entering and finding success in the Final Expense space.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Connect with Collin Urich:
    Collinurich.ins@gmail.com | 940-205-3609

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES:
    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    22 m
  • Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America
    Nov 11 2024

    An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    7 m
  • The Future of the Insurance Industry - With Amber Allen
    Oct 18 2024

    In Episode 33 of EFES Nation, Chase is joined by Amerilife Senior Marketing Director Amber Allen to discuss the future of the insurance industry, and common areas where Amber helps agents succeed!

    AEP is a critical time to help clients navigate their Medicare options. In episode 32 of EFES Nation, Chase does a deep dive with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for insurance agents and advisors.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES: At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    27 m
  • AEP Dos & Don’ts + Cross-Selling Strategies for Your Business
    Sep 27 2024

    AEP is an important time to help clients navigate their Medicare options. In this episode of EFES Nation, Chase chats with Agency Owner Jeremy Johnson about the Annual Enrollment Period (AEP), offering essential guidance on the dos and don’ts for agents this season.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES:
    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    21 m
  • Teaming-Up in the Final Expense Space with Josh Sullivan
    Sep 13 2024

    On episode 31 of EFES Nation, Chase is joined again by Agency Owner Josh Sullivan to dive into why navigating the final expense insurance market is not something you should do solo. From surrounding yourself with the right people, serving with a purpose, and understanding the true meaning of teamwork, Josh and Chase chop up the most important parts of succeeding in the final expense space.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Connect with Josh Sullivan – Owner, Your Life Agency:
    Email --- joshsullivanff@gmail.com

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES:
    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    37 m
  • Understanding the Agent’s Appeals Process – With Michelle Hilliker
    Aug 30 2024

    On episode 30 of EFES Nation, Chase is joined by Michelle Hilliker - Assistant Vice President-Marketing at American-Amicable Group of Companies for an in-depth discussion about the agents appeals process.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes:
    Podcast | EFES Nation

    Connect with Chase:
    https://www.efesnation.com/jointhenation

    Connect with Michelle Hilliker:

    Email --- mhilliker@aatx.com

    Website --- https://www.americanamicable.com/v3/

    Linkedin --- https://www.linkedin.com/in/michelle-hilliker-9b615032/

    Instagram --- https://www.instagram.com/michelle.hilliker/

    Subscribe to our YouTube Page:
    https://www.youtube.com/@efesuniversity

    About EFES:
    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    35 m
  • Good Leadership is a Collaborative Effort – With Joe Basso
    Aug 16 2024

    Developing the right culture is key for any CEO and Entrepreneur when building a reliable team. On episode 29 of EFES Nation, Chase is joined by CEO Joe Basso of Pinnacle Life Group. The guys discuss training, culture, accountability, and building relationships as the true building blocks when heading up companies in the role of CEO and entrepreneurs, and how those foundational principals can be applied to molding agents in the final expense space.

    Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes: Podcast | EFES Nation

    Connect with Chase: https://www.efesnation.com/jointhenation

    Connect with Joe Basso:

    Email --- Joe@thepinnaclelifegroup.com

    Website --- https://www.thepinnaclelifegroup.com/

    Linkedin --- https://www.linkedin.com/in/joseph-basso-715b25206

    Instagram --- https://www.instagram.com/thejosephbasso/reel/C6aYP14g8lz/

    Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity

    About EFES:
    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

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    41 m
  • Using Authenticity as a Tool For Success
    Aug 9 2024

    Social Media branding has exploded in recent years, and has helped entrepreneurs, sales people, and financial advisors take their business to the next level.

    In episode 28 of EFES Nation, Chase is joined by Matthew Murray – Owner of Murray Marketing to discuss how to properly brand your business on social media and to shift ones perspective of viewing social media content through the eyes of the consumers and clients.

    Whether you're a seasoned professional or just starting out, this episode offers valuable insights and inspiration to help you thrive in the final expense industry!

    Listen to Previous Episodes: Podcast | EFES Nation

    Connect with Chase: https://www.efesnation.com/jointhenation

    Connect with Matthew:
    Website --- Matthew@murraymarketing.net
    Linkedin --- https://www.linkedin.com/in/murraythemarketer/

    Subscribe to our YouTube Page: https://www.youtube.com/@efesuniversity

    About EFES:

    At EFES, we have developed a comprehensive program designed to provide not only higher compensation and fresh leads, but also a proven sales system supported with hands on training. Our suite of tools equips you to start producing results quickly and efficiently.

    Our industry-leading Steps 2 Success program is tailored to teach you every facet of the business. This training system includes field training, videos, field underwriting tests, recordings, and daily training calls. We cover everything from setting up your kit and managing your finances to presenting effectively and overcoming objections. With EFES, you will have everything you need to succeed.

    Más Menos
    46 m