Virtual Meeting Etiquette: 5 Things for Instantly Better Calls

1. Share your screen This is surprisingly simple to do, regardless of the platform you’re using (Google and Zoom are the most commonly used these days), but a simple screen share immediately elevates the quality of your meetings. You can present a slideshow to further illustrate the different combinations of […]

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Generating Leads: Expectation Vs. Reality

Final expense agent interview alert! Take a look at how a recent addition to our team has turned her fears into strengths by transforming her expectations about generating final expense insurance leads. Can you tell us a little about your journey of becoming a final expense agent? I actually changed […]

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3 Telesales Success Stories

From Final Expense Insurance Agents like you! We’ve found a lot of inspiration in the success stories of others, so we’ve gathered a few testimonials to motivate  and excite you as you move forward providing people with the final expense insurance that they desperately need. Unexpected Success with Video Calls […]

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Tele-sales: Expectation Vs. Reality

We’re coming up on the year mark of the unprecedented shutdown of businesses everywhere to reduce the spread of the Covid-19 virus. For final expense insurance agents, that meant the implementation of tele-sales. For many of us, moving from our very in-person, social jobs to a virtual work environment was […]

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Give Love to your Grieving Loved One

When someone experiences a loss, a trauma, or a personal trial, we are often moved to do something to show them we care. When the old standby, “Let me know if you need anything!” doesn’t seem to suffice, give your grieving loved one something that better communicates your love and […]

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Security National Life Announces New Sales Managers

SALT LAKE CITY, UT – Security National Life is pleased to announce that Leonardo Lopez-Munoz has been hired as the Market Sales Manager for Southern California. Thomas Nicklas has been hired as the Market Sales Manager for Pennsylvania. Javier Valenzuela has been hired as the Team Sales Leader for El […]

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Digital Marketing to Fill your Lead Pipeline Early

Use the powerful resources available at your fingertips to load up on leads early in the year. Preneed agents who make a concrete marketing strategy using digital marketing as one lead-generating aspect find more success than those not willing to utilize technological platforms. Funeral homes are not exempt from the […]

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Funerals During the Covid-19 Pandemic

The global pandemic that began just over a year ago has vastly changed many aspects of our daily lives. One of the most-affected elements of society is our ability to gather together in groups, as many counties and states have deemed large gatherings too unsafe to sanction during this time. […]

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Setting SMART Sales Goals (and sticking to them this year!)

No matter what area of final expense sales you’re hoping to improve, setting realistic and achievable goals is the first step in any plan for progress. If you’re serious about making 2021 YOUR YEAR, take a leaf out of Doran, Miller, and Cunningham’s book (actually, it was a 1981 article) […]

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