Modern Life Insurance Selling Podcast



Join your host Jeff Root every Thursday morning where youll learn how to grow a more profitable life insurance business by selling online and over the phone from anywhere with an internet connection. Jeff will show you how to harness the power of the internet to increase your income and enjoy the lifestyle of being location independent. Sound too good to be true? Listen in and judge for yourself or head over to


  • Characteristics of Top Producing Life Insurance Agents

    15/08/2018 Duração: 39min

    In this episode, David Duford of talks about his new book called “Interviews With Top Producing Insurance Agents” (buy on Amazon here)where he interviews 13 top producing life insurance agents.  We also discuss the process of getting his direct to consumer burial insurance site to daily inbound leads and phone calls. In this episode learn: […]

  • Numbers Are In The Niches

    08/02/2018 Duração: 23min

    In this episode, Randy Vandervaate guest hosts and interviews Jimmy McMillan from  Both Randy and Jimmy have built niche websites producing consistent life insurance business and discuss the process and what it takes. In this episode learn: 1) How to niche down your life insurance website to get better results in the most efficient way […]

  • Journey of a New Website to Daily Life Insurance Leads (Within 6 Months!)

    27/07/2017 Duração: 31min

    In this episode, Anthony Martin of walks us through his journey of starting a website from scratch and getting to daily leads from the search engines within 6 months.  We also talk about why many agents fail at final expense telesales and some ways he makes it work. In this episode learn: 1) What it […]

  • Success With Buying Life Insurance Leads with Glen Shelton

    22/06/2017 Duração: 35min

    Glen Shelton owns Lead Heroes, a telemarketed lead vendor and in this episode we discuss working internet leads and what it takes to become successful doing it through some of our own insights into the business. We talk about timeframe to profitability, following up on leads, advice on transitioning to telesales and a bunch of […]

  • Turn Key Digital Marketing Processes with Jonathan Musgrave

    01/06/2017 Duração: 33min

    Jonathan Musgrave has been building turn-key digital marketing processes for agents for years.  Using a combination of targeted traffic and an optimized digital marketing process, he delivers only the hottest of prospects to his agent clients. In this episode learn: 1) What it looks like to build a turn-key digital marketing strategy. 2) Facebook ads best practices. […]

  • Selling Indexed Universal Life Insurance Over The Phone With Brett Kitchen

    05/05/2016 Duração: 29min

    Brett Kitchen has the most experience of marketing and selling Indexed Universal Life Insurance (IUL) over the phone the phone of anyone I know.  He’s also authored the book “Wealth Beyond Wall Street” and has a program to train and help agents sell IUL over the phone. In this episode learn: 1) How to identify the […]

  • Habits of Successful Life Insurance Telesales Agents

    07/04/2016 Duração: 01h11min

    Todd Ewing has the most direct to consumer telesales experience that I know of in the industry and he shares his 7 habits of successful life insurance telesales in this episode. At-A-Glance Success: * Produced over $1 billion in premium * Supervised over 500,00 paid policies * Created and built 3 start-up agencies As an […]

  • Online Sales Funnels To Generate Appointments and Leads

    17/03/2016 Duração: 30min

    Jovan Will from works with top financial advisors across the country to prosper in the digital age.  We talk in detail about his marketing strategies to get appointments to market annuities and other financial products.   Some agents are even selling annuities 100% over the phone and doing very, very well.   In this episode […]

  • Final Expense Sales Techniques and Lead Programs

    18/02/2016 Duração: 31min

    The market for final expense is just getting bigger as more and more baby boomers are aging into retirement.  This week we’re bringing in David Duford from to discuss how he teaches final expense agents to grow their business.  We’ll cover lead programs, sales techniques and general advice on how you can sell more […]

  • Integrating Direct Mail in Your Life Insurance Business

    05/11/2015 Duração: 19min

    Shaun Caldwell makes a great case to implement direct mail in your business.   As the internet continues to provide increasing access to more products, the need for direct mail will grow as means to differentiate brands and sustain existing customer relationships.  In this episode we discuss” In this episode learn: 1. The risks in […]

  • Innovating in Life Insurance with Gregory Bailey

    08/10/2015 Duração: 28min

    Gregory was recently named one of the 20 most creative people in insurance and has over 20 years of life insurance industry experience going from agent, to home office executive and now as a thought leader for insurance industry innovation. In this episode learn: 1.  Ways to act on your ideas to innovate the insurance […]

  • Connecting in a Technology Driven World

    24/09/2015 Duração: 27min

    Thom Singer has over 25 years of sales and marketing experience and is the Master of Ceremonies and Keynote for this year’s MDRT Top of the Table event.  We’ll be talking about connecting with people in a technology driven world. In this episode learn: 1.  Why social media isn’t a replacement for human to human networking. […]

  • Building Your Local Brand with Jonas Roeser

    17/09/2015 Duração: 39min

    Jonas has been marketing in financial services for over a decade, focusing on lead generation and personal branding.  He’ll be sharing with us some tips on building your local brand. In this episode learn: 1.   How to use your email signature to generate business 2.  How to use LinkedIn for local referrals 3.  How you can use […]

  • Building A Profitable Business Around Gen Y with Sophia Bera

    06/08/2015 Duração: 45min

    Forget what you’ve heard about targeting Gen Y.  Sophia Bera has built a very profitable business around Gen Y and in this episode talks about how she did that. Sophia is very open and generous with the inside look at her business and how she works with Gen Y.  Lots of great “how-to” information for […]

  • SEO, Conversions and Building Your Own Systems with Glenn Cooke

    16/07/2015 Duração: 37min

    Glenn Cooke is a life insurance industry veteran that uses marketing and technology to make life insurance easier for consumers to understand and purchase using his own twist on online marketing and building his own systems. In this episode learn: 1. How Glenn generates leads online for his agency 2. Importance and tips Glenn uses to increase […]

  • Accountability and Expected Value with Taylor Pearson

    01/07/2015 Duração: 22min

    Taylor Pearson is a digital marketing consultant and has spent the last 3 years meeting with 100’s of entrepreneurs from around the world helping them with their businesses.  He’s been a huge influence on my business through a mastermind we take part in and we’ll be discussing accountability and a excerpt from his new book, End […]

  • Mortgage Protection Life Insurance Market Insights with Patrick Pegram

    26/06/2015 Duração: 01h10min

    Patrick Pegram, also known as “Skipper”, is a 30 year life insurance industry veteran and has to be one of the most experience mortgage protection experts out there. There’s a lot of hype around the mortgage protection life insurance market and Patrick gives us the truth on what you can actually expect and how to best […]

  • Anonymous Interview with a Life Insurance Underwriter

    29/01/2015 Duração: 24min

    In this episode we interview a life insurance underwriter.  We’ll keep the life insurance company and underwriter name anonymous so the interview can be as candid as possible. We ask a broad range of questions from what it takes to become an underwriter, what their average case load is, if cover letters really help.  and […]

  • Marketing Life Insurance to Consumer 2.0

    18/12/2014 Duração: 18min

    This episode covers the current state of life insurance marketing and the magnitude of the opportunity in front of us for 2015 and beyond. As we close out 2015, there’s a few opportunities agents haven’t fully grasped that I’ll also cover those in this episode. People in the episode: Jeff Root: [email protected] Mentioned on this episode: […]

  • No Exam Life Insurance with Sagicor’s President – Bart Catmull

    04/12/2014 Duração: 23min

    This week we have Bart Catmull, President and COO of Sagicor Life Insurance. Bart and I have a conversation about Sagicor Life Insurance and the no medical exam life insurance marketplace.  Specifically his thoughts on where it’s going and challenges it faces. People in the episode: Jeff Root: [email protected] Bart Catmull Mentioned on this episode: Sagicor […]

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