Assurity's Tips from the Insurance Pros
As a broker you understand the need for life and health insurance, but clients may need a little help. Assurity sits down with the insurance pros to get valuable tips on targeting, prospecting techniques, sales strategy, and more. Tune in every other week for new tips to grow your business. We’re listening. Tell us what you’d like to learn about next: podcast@assurity.com
Episodes
14 episodes
Jim Kush: Don’t miss critical illness sales
Critical illness insurance is much more than just another product – it’s a vital part of a holistic insurance strategy, and an easy add-on for other sales. Jim Kush, President and Founder of JK Financial Group, shares his successful approach fo...
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Season 4
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Episode 1
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16:32
Tim Kukieza: Essential disability income strategies
Learn timely methods to reach clients and improve your disability income sale from one of the nation’s leading DI experts, Ash Brokerage’s Tim Kukieza. In this episode of Assurity’s Tips from the Insurance Pros, you’ll get strategies, ideas and...
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Season 3
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Episode 3
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14:13
Jeff McClendon: Single Premium Whole Life
Whether you’re new to single premium whole life or you’ve been selling it for years, there’s something to learn in our brand new podcast. Sales veteran and life expert Jeff McClendon gives you the inside track on selling more SPWL, as well as t...
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Season 3
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Episode 2
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13:47
Chet Marko returns: Opportunities for Critical Illness Insurance sales success
Few brokers know the critical illness insurance market better than Chet Marko. The owner of Texas Family Health Plans returns to Tips from the Insurance Pros to discuss the need for CI amid rising healthcare costs – and to share his ad...
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Season 3
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Episode 1
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22:40
Scott Zagurski: Assurity’s product solutions
The insurance market is changing fast, and new solutions are regularly required to keep pace. Scott Zagurski, Senior Director of Marketing at Assurity, pulls back the curtain on some of the products and projects Assurity is working on to make l...
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Season 2
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Episode 4
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26:42
David Everly: Whole Life with Accelerated Death Benefit
In the modern age, life insurance has to go further than ever before. David Everly, an Assurity Regional Sales Manager with 37 years of experience in the financial services industry, explains how Whole Life Insurance with an accelerated death b...
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Season 2
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Episode 3
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10:33
Benjamin Perez: Easily grow disability sales
It's sometimes tough to convince clients that they need to protect their quality of life in case an injury or illness keeps them from earning an income. Benjamin Perez, a longtime agent, educator and now Vice President of Sales & Marketing ...
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Season 2
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Episode 2
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11:30
Jeff Peterson: Begin income protection conversations
Truluma President and CEO Jeff Peterson discusses how producers can work the need for income protection into conversations with current and prospective clients.FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.Assurity i...
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Season 2
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Episode 1
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10:44
Tom Henning: The importance of values
Assurity is joined by our own President and CEO, Tom Henning, to talk about why values are essential to long-term business success. He shares his thoughts on building a positive company culture and how values-based organizations are emotionally...
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Season 1
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Episode 7
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8:37
Chet Marko: Cracking the critical illness market
Top broker Chet Marko shares his take on the critical illness market, who needs coverage and how to win their business. Chet has been in the industry 25 years and is a broker and owner of Texas Family Health Plans and Smart Choice Benefits....
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Season 1
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Episode 6
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16:32
Katie Cumalat: The women’s life insurance market
In episode 4 of “Tips from the Insurance Pros,” we talk with Katie Cumalat, Vice President of Sales and Marketing at Pinney Insurance. She talks about successfully tapping into women's need for life insurance across all life paths—career, stay-...
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Season 1
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Episode 4
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11:22
Laura Skiles: Help female clients reach their goals
In episode 3 of “Tips from the Insurance Pros,” we’re joined by Laura Skiles with Keating and Associates. She talks about meeting women where they are in their financial journey, and how to get them to where they want to be using life insurance...
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Season 1
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Episode 3
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12:37
Belle Lavares: Start conversations with female clients
In episode 2 of “Tips from the Insurance Pros,” we introduce Belle Lavares, a financial advisor with Wilshire Group Financial Services. Belle’s 37 years in the business give her a unique perspective on helping women with their need for life ins...
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Season 1
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Episode 2
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17:14
Beth Kraszewski: How to engage female clients
Our first episode of “Tips from the Insurance Pros” features Beth Kraszewski, a Certified Financial Planner® listed on Forbes Next Gen Advisors 2018. She shares her successful techniques on engaging women in the sales process. FOR ...
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Season 1
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Episode 1
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13:40