Marketing Success Through Trial and Error

Marketing Success Through Trial and Error

Author: Jeff Root: Location Independent Life Insurance Salesman April 3, 2014 Duration: 14:41
This week, I’ve decided to step away from the interviews and start addressing some listener questions. A lot of agents want to know the easiest way to start generating leads, and they want to know what myself, or some other successful agents are doing.  We’ll talk about how you should be proactive in learning marketing and […]

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
Innovating in Life Insurance with Gregory Bailey [not-audio_url] [/not-audio_url]

Duration: 28:42
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…
Connecting in a Technology Driven World [not-audio_url] [/not-audio_url]

Duration: 27:38
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 drive…
Building Your Local Brand with Jonas Roeser [not-audio_url] [/not-audio_url]

Duration: 39:28
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 y…
Building A Profitable Business Around Gen Y with Sophia Bera [not-audio_url] [/not-audio_url]

Duration: 45:33
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…
SEO, Conversions and Building Your Own Systems with Glenn Cooke [not-audio_url] [/not-audio_url]

Duration: 37:02
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 syst…
Accountability and Expected Value with Taylor Pearson [not-audio_url] [/not-audio_url]

Duration: 22:15
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 thro…
Mortgage Protection Life Insurance Market Insights with Patrick Pegram [not-audio_url] [/not-audio_url]

Duration: 1:10:28
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 l…
Anonymous Interview with a Life Insurance Underwriter [not-audio_url] [/not-audio_url]

Duration: 24:06
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 i…
Marketing Life Insurance to Consumer 2.0 [not-audio_url] [/not-audio_url]

Duration: 18:28
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 th…
No Exam Life Insurance with Sagicor’s President – Bart Catmull [not-audio_url] [/not-audio_url]

Duration: 23:42
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 wh…