From Zero to Over 2,000 Leads Online in Just One Year

From Zero to Over 2,000 Leads Online in Just One Year

Author: Jeff Root: Location Independent Life Insurance Salesman January 16, 2014 Duration: 42:28
Making the transition from face to face life insurance sales into online and over the phone sales may seem like something in the distant future, but that’s not the case.  To show how attainable it is to move your life insurance sales business online, I’ve brought in Liran Hirschkorn this week to share his story. […]

Jeff Root built a successful life insurance business without a traditional office, and on the Modern Life Insurance Selling Podcast, he details exactly how he did it. This isn't about generic sales theory; it's a practical guide for agents and advisors who want to escape the grind of in-person meetings and geographical limits. Each episode breaks down the systems and mindset needed to sell policies effectively online and over the phone, turning an internet connection into your primary office. You'll hear concrete strategies for client acquisition, digital marketing tailored to insurance, and managing a remote sales process from quote to close. The goal is straightforward: to help you build a more profitable, streamlined business that isn't tied to one location. As a location independent life insurance salesman himself, Jeff Root offers lessons learned from real experience, focusing on actionable steps rather than just inspiration. Tune in for a candid discussion about the tools, techniques, and occasional hurdles of building a modern insurance practice. This podcast serves as a resource for those ready to translate traditional sales skills into a digital-first model, aiming for greater income and personal freedom. The conversations are direct, the advice is specific, and the focus remains on sustainable growth in a changing industry.
Author: Language: en-us Episodes: 57

Modern Life Insurance Selling Podcast
Podcast Episodes
Focusing On Client Experience with Tim Clairmont [not-audio_url] [/not-audio_url]

Duration: 35:15
This week we have Tim Clairmont, Founder of Clear Financial Partners, Top of the Table MDRT qualifier and author of “Passionate Ambivalence”. Tim is going to share with us his 4-step process for marketing and why he focu…
New Agent Struggles with Nick Perry [not-audio_url] [/not-audio_url]

Duration: 36:36
Nick Perry is on this week’s episode of the Modern Life Insurance Selling Podcast. He’s owner of the Independent Life Insurance Agent Association and we’ll be covering: 1. Selling high risk cases and “on the fly” field u…
[not-audio_url] [/not-audio_url]

Duration: 0:00
Quick update. I’ve spent the last 2 weeks working from the beach in Koh Samui, Thailand. That’s why there’s been no podcast or e-mail updates for a while. (That’s me working from the pool where the wifi was faster than m…
Life Insurance Leads from Bing with Jason Patterson [not-audio_url] [/not-audio_url]

Duration: 17:32
Jason Patterson returns to the podcast and we talk about all the success we’re having with Bing and why agents new to marketing online will get faster results when using the strategies discussed in this podcast with Bing…
Systematizing Your Business with Laura Harris [not-audio_url] [/not-audio_url]

Duration: 45:15
Laura Harris is a CLU, ChFC, CIC. She’s built her insurance business around creating systems and she’s willing to share those systems with you in this podcast. Her systems allow her to leave her office for 30 days at a t…
Life Insurance E-Signature Technology [not-audio_url] [/not-audio_url]

Duration: 13:46
An in depth discussion about life insurance e-signature technology. If you’re selling over the phone and not using e-signatures, you’re losing out on a lot of business. This podcast will discuss why and information on us…
SEO, PPC and Re-Targeting with Liran Hirschkorn [not-audio_url] [/not-audio_url]

Duration: 28:36
An in depth discussion about how an agent is generating over 500 leads per month and the importance of teaching yourself to be a well rounded marketer. People in the episode: Jeff Root: jeff@selltermlife.com Liran Hirsch…
5 Most Common Objections When Selling Life Insurance over the Phone [not-audio_url] [/not-audio_url]

Duration: 33:34
Consumers, purchasing life insurance over the phone, have different walls built up than the traditional face-to-face sale and typically give the same objections time and time again. Many of our listeners have been asking…
Mindset Challenges of New Online Life Insurance Agents [not-audio_url] [/not-audio_url]

Duration: 14:15
After a short hiatus from the podcast, we are back again, full force, with a great new topic – mindset challenges of new online life insurance agents. As a result of the countless conversations that I’ve had with agents,…
Selling Final Expense with Scott Burke [not-audio_url] [/not-audio_url]

Duration: 37:27
This week, my guest is Scott Burke from FEXContracting.com. Scott has been in insurance for over 17 years and is now considered to be one of the leading final expense experts in the industry. Scott spent 20 years as a mo…