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 […]
Continue Reading3 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 […]
Continue ReadingTele-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 […]
Continue ReadingGive 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 […]
Continue ReadingSecurity 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 […]
Continue ReadingDigital 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 […]
Continue ReadingFunerals 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. […]
Continue ReadingSetting 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) […]
Continue ReadingA New Year and No Regrets
Why preplanning for your final expenses should be one of your New Year’s Resolutions for 2021 If 2020 has taught us anything, it’s that we can’t predict what will happen in the future. With so much uncertainty suddenly thrust upon us all, one thing I have been so grateful for […]
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